Strategic Investment Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Investment Solutions’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	$20.9K	Buy	902 +9	+1%	+$208	﹤0.01%	347
2026 Q1	$20.7K	Buy	893 +6	+0.7%	+$140	0.01%	333
2025 Q4	$20.7K	Buy	887 +11	+1%	+$258	0.01%	318
2025 Q3	$20.6K	Sell	876 -96	-10%	-$2.23K	0.01%	294
2025 Q2	$22.6K	Buy	972 +8	+0.8%	+$184	0.01%	279
2025 Q1	$22.3K	Buy	964 +6	+0.6%	+$137	0.01%	282
2024 Q4	$21.8K	Buy	958 +10	+1%	+$231	0.01%	293
2024 Q3	$22.5K	Buy	948 +72	+8%	+$1.69K	0.01%	271
2024 Q2	$23.7K	Buy	+876	New	+$19.9K	0.01%	248
2023 Q4	$21.6K	Sell	928 -56,780	-98%	-$1.27M	﹤0.01%	639
2023 Q3	$1.31M	Buy	57,708 +56,798	+6,242%	+$1.29M	0.02%	277
2023 Q2	$21.1K	Buy	910 +2	+0.2%	+$47	﹤0.01%	450
2023 Q1	$21.3K	Buy	+908	New	+$21.1K	﹤0.01%	530

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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Strategic Investment Solutions's SCHZ Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q2 2026, buying an estimated $208 and bringing the position to 902 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Strategic Investment Solutions first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q3 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Strategic Investment Solutions held 902 shares of Schwab US Aggregate Bond ETF worth $20.9K as of Q2 2026.
Strategic Investment Solutions bought 9 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $208.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #347 holding.
Strategic Investment Solutions first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Schwab US Aggregate Bond ETF position peaked at $1.31M in Q3 2023.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.