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Spire Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Spire Wealth Management’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 		$138K Buy
5,963
+151
+3% +$3.49K ﹤0.01% 888
2026
Q1 		$135K Buy
5,812
+290
+5% +$6.79K ﹤0.01% 900
2025
Q4 		$129K Sell
5,522
-184
-3% -$4.32K ﹤0.01% 919
2025
Q3 		$134K Buy
5,706
+182
+3% +$4.23K ﹤0.01% 900
2025
Q2 		$128K Sell
5,524
-1,116
-17% -$25.6K ﹤0.01% 885
2025
Q1 		$154K Buy
6,640
+35
+0.5% +$802 ﹤0.01% 886
2024
Q4 		$150K Sell
6,605
-669
-9% -$15.5K ﹤0.01% 904
2024
Q3 		$173K Sell
7,274
-34
-0.5% -$796 0.01% 772
2024
Q2 		$167K Sell
7,308
-4,216
-37% -$95.5K 0.01% 756
2024
Q1 		$265K Buy
11,524
+894
+8% +$20.6K ﹤0.01% 702
2023
Q4 		$245K Sell
10,630
-104
-1% -$2.33K 0.01% 706
2023
Q3 		$237K Buy
10,734
+4
+0% +$91 0.01% 665
2023
Q2 		$248K Sell
10,730
-1,474
-12% -$34.3K 0.01% 663
2023
Q1 		$286K Buy
12,204
+5,876
+93% +$137K 0.01% 625
2022
Q4 		$144K Buy
6,328
+112
+2% +$2.55K 0.01% 632
2022
Q3 		$141K Sell
6,216
-1,602
-20% -$38.1K 0.01% 612
2022
Q2 		$187K Sell
7,818
-6,456
-45% -$156K 0.01% 796
2022
Q1 		$361K Sell
14,274
-11,838
-45% -$307K 0.01% 666
2021
Q4 		$704K Sell
26,112
-5,402
-17% -$146K 0.02% 588
2021
Q3 		$855K Buy
31,514
+494
+2% +$13.5K 0.02% 447
2021
Q2 		$847K Sell
31,020
-105,478
-77% -$2.86M 0.02% 471
2021
Q1 		$3.68M Buy
+136,498
New +$3.75M 0.1% 189

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

Spire Wealth Management's SCHZ Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q2 2026, buying an estimated $3.49K and bringing the position to 5,963 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Spire Wealth Management first reported a position in SCHZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.68M in Q1 2021. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Spire Wealth Management held 5,963 shares of Schwab US Aggregate Bond ETF worth $138K as of Q2 2026.
  • Spire Wealth Management bought 151 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.49K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #888 holding.
  • Spire Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.68M in Q1 2021.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.