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

Signal Advisors Wealth’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	$917K	Buy	39,653 +3,955	+11%	+$91.5K	0.05%	293
2026 Q1	$829K	Sell	35,698 -149	-0.4%	-$3.49K	0.06%	267
2025 Q4	$838K	Sell	35,847 -14,674	-29%	-$345K	0.07%	221
2025 Q3	$1.19M	Sell	50,521 -36,717	-42%	-$853K	0.11%	151
2025 Q2	$2.03M	Buy	87,238 +40,441	+86%	+$928K	0.16%	128
2025 Q1	$1.08M	Sell	46,797 -7,033	-13%	-$161K	0.11%	180
2024 Q4	$1.22M	Sell	53,830 -18,848	-26%	-$435K	0.14%	159
2024 Q3	$1.73M	Buy	+72,678	New	+$1.7M	0.25%	100
2024 Q2	–	Sell	-75,624	Closed	-$1.74M	–	242
2024 Q1	$1.74M	Sell	75,624 -2,072	-3%	-$47.6K	0.43%	64
2023 Q4	$1.81M	Buy	+77,696	New	+$1.74M	0.63%	51

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

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

Signal Advisors Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q2 2026, buying an estimated $91.5K and bringing the position to 39,653 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #293.

Signal Advisors Wealth first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q2 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Signal Advisors Wealth held 39,653 shares of Schwab US Aggregate Bond ETF worth $917K as of Q2 2026.
Signal Advisors Wealth bought 3,955 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $91.5K.
Schwab US Aggregate Bond ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #293 holding.
Signal Advisors Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's Schwab US Aggregate Bond ETF position peaked at $2.03M in Q2 2025.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.