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Serenity Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Serenity Investment 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 		$2.53M Buy
111,150
+1,920
+2% +$44.4K 1.08% 19
2026
Q1 		$2.51M Buy
109,230
+14,050
+15% +$329K 1.18% 18
2025
Q4 		$2.23M Buy
+95,180
New +$2.23M 1.3% 17

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

Serenity Investment Advisors's SCHZ Position: Q2 2026 in Review

Serenity Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q2 2026, buying an estimated $44.4K and bringing the position to 111,150 shares worth $2.53M. The position accounts for 1.08% of the portfolio, ranked #19.

Serenity Investment Advisors first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Serenity Investment Advisors held 111,150 shares of Schwab US Aggregate Bond ETF worth $2.53M as of Q2 2026.
  • Serenity Investment Advisors bought 1,920 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $44.4K.
  • Schwab US Aggregate Bond ETF made up 1.08% of Serenity Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Serenity Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.