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Sigma Planning Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sigma Planning Corp’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 		$6.1M Buy
+263,727
New +$6.1M 0.15% 138
2022
Q3 		– Sell
-45,932
Closed -$1.1M – 1337
2022
Q2 		$1.1M Sell
45,932
-1,250
-3% -$30.3K 0.04% 430
2022
Q1 		$1.19M Buy
+47,182
New +$1.23M 0.04% 472

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

Sigma Planning Corp's SCHZ Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 263,727 shares worth $6.1M. The stake represents 0.15% of the portfolio and ranks #138 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in SCHZ as recently as Q2 2022.

Sigma Planning Corp first reported a position in SCHZ in Q1 2022 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sigma Planning Corp held 263,727 shares of Schwab US Aggregate Bond ETF worth $6.1M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Sigma Planning Corp position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.15% of Sigma Planning Corp's portfolio in Q2 2026, its #138 holding.
  • Sigma Planning Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.