Shared Vision Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Shared Vision Wealth Group’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 Q1	$1.25M	Sell	53,811 -501	-0.9%	-$11.7K	0.51%	35
2025 Q4	$1.27M	Sell	54,312 -1,572	-3%	-$36.9K	0.52%	33
2025 Q3	$1.32M	Sell	55,884 -2,156	-4%	-$50.1K	0.56%	32
2025 Q2	$1.34M	Buy	58,040 +300	+0.5%	+$6.88K	0.67%	28
2025 Q1	$1.34M	Buy	57,740 +912	+2%	+$20.9K	0.73%	26
2024 Q4	$1.29M	Buy	56,828 +4,670	+9%	+$108K	0.68%	23
2024 Q3	$1.24M	Sell	52,158 -266	-0.5%	-$6.23K	0.66%	24
2024 Q2	$1.19M	Buy	52,424 +22,168	+73%	+$502K	0.7%	23
2024 Q1	$696K	Sell	30,256 -2,648	-8%	-$60.9K	0.43%	32
2023 Q4	$767K	Buy	+32,904	New	+$736K	0.51%	28

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shared Vision Wealth Group's SCHZ Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.92% in Q1 2026, selling an estimated $11.7K and leaving 53,811 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #35.

Shared Vision Wealth Group first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Shared Vision Wealth Group held 53,811 shares of Schwab US Aggregate Bond ETF worth $1.25M as of Q1 2026.
Shared Vision Wealth Group sold 501 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $11.7K.
Schwab US Aggregate Bond ETF made up 0.51% of Shared Vision Wealth Group's portfolio in Q1 2026, its #35 holding.
Shared Vision Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Schwab US Aggregate Bond ETF position peaked at $1.34M in Q2 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.