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Sculati Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sculati Wealth Management’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 		$2.02M Buy
88,135
+7,984
+10% +$185K 0.67% 41
2026
Q1 		$1.86M Buy
80,151
+21,016
+36% +$492K 0.69% 44
2025
Q4 		$1.38M Buy
59,135
+23,380
+65% +$549K 0.49% 56
2025
Q3 		$839K Buy
35,755
+17,152
+92% +$398K 0.3% 77
2025
Q2 		$432K Buy
+18,603
New +$427K 0.16% 91

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sculati Wealth Management's SCHZ Position: Q2 2026 in Review

Sculati Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q2 2026, buying an estimated $185K and bringing the position to 88,135 shares worth $2.02M. The position accounts for 0.67% of the portfolio, ranked #41.

Sculati Wealth Management first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sculati Wealth Management held 88,135 shares of Schwab US Aggregate Bond ETF worth $2.02M as of Q2 2026.
  • Sculati Wealth Management bought 7,984 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $185K.
  • Schwab US Aggregate Bond ETF made up 0.67% of Sculati Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Sculati Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.