Sax Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sax Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$757K	Buy	32,584 +14,102	+76%	+$326K	0.03%	269
2026 Q1	$432K	Hold	18,482	–	–	0.02%	314
2025 Q4	$432K	Sell	18,482 -820	-4%	-$19.3K	0.02%	320
2025 Q3	$453K	Buy	19,302 +1,259	+7%	+$29.2K	0.02%	289
2025 Q2	$419K	Buy	18,043 +2,363	+15%	+$54.2K	0.03%	280
2025 Q1	$363K	Buy	+15,680	New	+$359K	0.03%	264

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Sax Wealth Advisors's SCHZ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 76% in Q2 2026, buying an estimated $326K and bringing the position to 32,584 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #269.

Sax Wealth Advisors first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Sax Wealth Advisors held 32,584 shares of Schwab US Aggregate Bond ETF worth $757K as of Q2 2026.
Sax Wealth Advisors bought 14,102 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $326K.
Schwab US Aggregate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Sax Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.