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Sightline Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sightline Wealth 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 		$1.9M Buy
82,297
+167
+0.2% +$3.86K 0.7% 29
2026
Q1 		$1.91M Sell
82,130
-4,559
-5% -$107K 0.81% 27
2025
Q4 		$2.03M Buy
86,689
+737
+0.9% +$17.3K 0.86% 27
2025
Q3 		$2.02M Sell
85,952
-5,856
-6% -$136K 0.91% 24
2025
Q2 		$2.13M Sell
91,808
-4,201
-4% -$96.4K 1.03% 22
2025
Q1 		$2.22M Sell
96,009
-12,150
-11% -$278K 1.17% 21
2024
Q4 		$2.46M Sell
108,159
-8,977
-8% -$207K 1.32% 19
2024
Q3 		$2.78M Sell
117,136
-43,090
-27% -$1.01M 1.53% 17
2024
Q2 		$3.65M Sell
160,226
-4,714
-3% -$107K 2.27% 11
2024
Q1 		$3.79M Buy
164,940
+83,896
+104% +$1.93M 2.5% 10
2023
Q4 		$1.89M Buy
81,044
+21,340
+36% +$477K 1.44% 17
2023
Q3 		$1.32M Buy
59,704
+29,972
+101% +$679K 1.23% 19
2023
Q2 		$697K Buy
29,732
+4,000
+16% +$93.1K 0.69% 29
2023
Q1 		$604K Sell
25,732
-2
-0% -$47 0.62% 30
2022
Q4 		$587K Sell
25,734
-7,262
-22% -$165K 0.63% 28
2022
Q3 		$752K Buy
+32,996
New +$786K 0.88% 19
2021
Q4 		– Sell
-9,100
Closed -$247K – 61
2021
Q3 		$247K Sell
9,100
-6,974
-43% -$191K 0.21% 44
2021
Q2 		$439K Sell
16,074
-9,328
-37% -$253K 0.36% 38
2021
Q1 		$685K Sell
25,402
-2,510
-9% -$68.9K 0.63% 25
2020
Q4 		$782K Buy
+27,912
New +$781K 0.77% 21

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

Sightline Wealth Advisors's SCHZ Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.2% in Q2 2026, buying an estimated $3.86K and bringing the position to 82,297 shares worth $1.9M. The position accounts for 0.7% of the portfolio, ranked #29.

Sightline Wealth Advisors first reported a position in SCHZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.79M in Q1 2024. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sightline Wealth Advisors held 82,297 shares of Schwab US Aggregate Bond ETF worth $1.9M as of Q2 2026.
  • Sightline Wealth Advisors bought 167 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.86K.
  • Schwab US Aggregate Bond ETF made up 0.7% of Sightline Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Sightline Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Sightline Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.79M in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.