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Signature Estate & Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Signature Estate & Investment 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 		$10.9M Buy
472,026
+56,900
+14% +$1.32M 0.2% 61
2026
Q1 		$9.64M Buy
415,126
+10,143
+3% +$237K 0.2% 62
2025
Q4 		$9.46M Buy
404,983
+34,271
+9% +$805K 0.19% 60
2025
Q3 		$8.7M Buy
370,712
+8,701
+2% +$202K 0.19% 63
2025
Q2 		$8.41M Sell
362,011
-22,243
-6% -$510K 0.19% 61
2025
Q1 		$8.9M Buy
384,254
+22,752
+6% +$521K 0.23% 56
2024
Q4 		$8.21M Buy
361,502
+15,268
+4% +$353K 0.21% 55
2024
Q3 		$8.23M Buy
346,234
+21,132
+7% +$495K 0.19% 54
2024
Q2 		$7.41M Buy
+325,102
New +$7.37M 0.19% 56
2024
Q1 		– Sell
-29,814
Closed -$695K – 195
2023
Q4 		$695K Buy
+29,814
New +$667K 0.02% 110
2015
Q1 		– Sell
-8,332
Closed -$218K – 98
2014
Q4 		$218K Buy
+8,332
New +$217K 0.07% 62

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHZ Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q2 2026, buying an estimated $1.32M and bringing the position to 472,026 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #61.

Signature Estate & Investment Advisors first reported a position in SCHZ in Q4 2014 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Signature Estate & Investment Advisors held 472,026 shares of Schwab US Aggregate Bond ETF worth $10.9M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 56,900 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.32M.
  • Schwab US Aggregate Bond ETF made up 0.2% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Signature Estate & Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.