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Silver Oak Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Silver Oak Securities’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 		– Sell
-9,985
Closed -$232K – 890
2026
Q1 		$232K Buy
+9,985
New +$234K 0.02% 683
2025
Q4 		– Sell
-11,756
Closed -$276K – 842
2025
Q3 		$276K Buy
+11,756
New +$273K 0.02% 607
2025
Q1 		– Sell
-12,985
Closed -$295K – 705
2024
Q4 		$295K Buy
+12,985
New +$300K 0.03% 512
2023
Q3 		– Sell
-58,566
Closed -$1.35M – 495
2023
Q2 		$1.35M Buy
+58,566
New +$1.36M 0.22% 97

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 $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

Silver Oak Securities's SCHZ Position: Q2 2026 in Review

Silver Oak Securities sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 9,985 shares — an estimated $232K sold.

Silver Oak Securities first reported a position in SCHZ in Q2 2023 and held it in 4 quarters. The position peaked at $1.35M in Q2 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Silver Oak Securities reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 9,985 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $232K.
  • Silver Oak Securities first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Silver Oak Securities's Schwab US Aggregate Bond ETF position peaked at $1.35M in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.