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 Q2	$1.55M	Buy	67,085 +13,274	+25%	+$307K	0.53%	38
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 $1.81T 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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Shared Vision Wealth Group's SCHZ Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q2 2026, buying an estimated $307K and bringing the position to 67,085 shares worth $1.55M. The position accounts for 0.53% of the portfolio, ranked #38.

Shared Vision Wealth Group first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Shared Vision Wealth Group held 67,085 shares of Schwab US Aggregate Bond ETF worth $1.55M as of Q2 2026.
Shared Vision Wealth Group bought 13,274 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $307K.
Schwab US Aggregate Bond ETF made up 0.53% of Shared Vision Wealth Group's portfolio in Q2 2026, its #38 holding.
Shared Vision Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.