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Sequoia Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sequoia Financial 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 		$282K Sell
12,176
-4,955
-29% -$115K ﹤0.01% 1719
2026
Q1 		$398K Sell
17,131
-7,286
-30% -$171K ﹤0.01% 1406
2025
Q4 		$571K Sell
24,417
-12,166
-33% -$286K ﹤0.01% 1207
2025
Q3 		$859K Buy
36,583
+15,768
+76% +$366K 0.01% 858
2025
Q2 		$484K Sell
20,815
-3,038
-13% -$69.7K ﹤0.01% 1012
2025
Q1 		$552K Sell
23,853
-2,070
-8% -$47.4K ﹤0.01% 819
2024
Q4 		$588K Sell
25,923
-8,637
-25% -$200K 0.01% 746
2024
Q3 		$821K Sell
34,560
-1,898
-5% -$44.4K 0.01% 601
2024
Q2 		$831K Sell
36,458
-1,110,522
-97% -$25.2M 0.01% 531
2024
Q1 		$26.4M Buy
1,146,980
+11,088
+1% +$255K 0.33% 71
2023
Q4 		$26.5M Sell
1,135,892
-44,408
-4% -$993K 0.33% 67
2023
Q3 		$26.1M Sell
1,180,300
-22,912
-2% -$519K 0.46% 47
2023
Q2 		$27.8M Sell
1,203,212
-90,998
-7% -$2.12M 0.48% 42
2023
Q1 		$30.4M Sell
1,294,210
-77,878
-6% -$1.81M 0.67% 29
2022
Q4 		$31.3M Sell
1,372,088
-98,786
-7% -$2.25M 0.77% 25
2022
Q3 		$33.3M Sell
1,470,874
-152,288
-9% -$3.63M 1.05% 21
2022
Q2 		$38.9M Sell
1,623,162
-115,772
-7% -$2.8M 1.1% 20
2022
Q1 		$44M Sell
1,738,934
-32,984
-2% -$857K 1.1% 20
2021
Q4 		$47.8M Buy
1,771,918
+1,199,590
+210% +$32.4M 1.3% 16
2021
Q3 		$15.5M Sell
572,328
-1,213,408
-68% -$33.3M 1.58% 15
2021
Q2 		$48.8M Buy
1,785,736
+78,926
+5% +$2.14M 1.78% 11
2021
Q1 		$46M Sell
1,706,810
-42,924
-2% -$1.18M 1.93% 10
2020
Q4 		$49M Buy
1,749,734
+15,402
+0.9% +$431K 2.24% 9
2020
Q3 		$48.6M Buy
1,734,332
+1,930
+0.1% +$54.4K 2.56% 8
2020
Q2 		$48.7M Buy
1,732,402
+290,426
+20% +$8.08M 2.88% 8
2020
Q1 		$39.1M Buy
1,441,976
+140,262
+11% +$3.79M 2.89% 8
2019
Q4 		$34.8M Buy
1,301,714
+143,934
+12% +$3.86M 2.21% 8
2019
Q3 		$31.2M Buy
1,157,780
+248,298
+27% +$6.64M 2.26% 8
2019
Q2 		$24.1M Buy
909,482
+214,504
+31% +$5.58M 1.79% 10
2019
Q1 		$18M Buy
694,978
+253,516
+57% +$6.47M 1.48% 14
2018
Q4 		$11.2M Buy
441,462
+60,014
+16% +$1.5M 1.29% 16
2018
Q3 		$9.58M Buy
381,448
+19,912
+6% +$503K 0.95% 19
2018
Q2 		$9.15M Buy
361,536
+15,120
+4% +$382K 0.98% 19
2018
Q1 		$8.84M Buy
346,416
+98,598
+40% +$2.52M 0.93% 20
2017
Q4 		$6.45M Buy
247,818
+14,690
+6% +$383K 0.68% 25
2017
Q3 		$6.1M Sell
233,128
-4,774
-2% -$125K 0.72% 24
2017
Q2 		$6.21M Sell
237,902
-73,178
-24% -$1.91M 0.77% 25
2017
Q1 		$8.05M Sell
311,080
-26,038
-8% -$672K 1.02% 23
2016
Q4 		$8.68M Sell
337,118
-2,610
-0.8% -$68.3K 1.24% 20
2016
Q3 		$9.12M Sell
339,728
-78,020
-19% -$2.09M 1.7% 13
2016
Q2 		$11.2M Buy
417,748
+1,740
+0.4% +$46.1K 3.14% 3
2016
Q1 		$11M Buy
416,008
+88,824
+27% +$2.32M 3.55% 3
2015
Q4 		$8.43M Buy
327,184
+41,114
+14% +$1.07M 3.4% 4
2015
Q3 		$7.46M Buy
286,070
+25,762
+10% +$668K 3.24% 6
2015
Q2 		$6.73M Buy
260,308
+35,642
+16% +$932K 2.84% 6
2015
Q1 		$5.94M Buy
+224,666
New +$5.93M 2.72% 6

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Sequoia Financial Advisors's SCHZ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 29% in Q2 2026, selling an estimated $115K and leaving 12,176 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Sequoia Financial Advisors first reported a position in SCHZ in Q1 2015 and has held it in 46 quarters since. The position peaked at $49M in Q4 2020. 150 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sequoia Financial Advisors held 12,176 shares of Schwab US Aggregate Bond ETF worth $282K as of Q2 2026.
  • Sequoia Financial Advisors sold 4,955 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1719 holding.
  • Sequoia Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • Sequoia Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $49M in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.