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Summit Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Summit Wealth Group’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
2025
Q2 		– Sell
-11,218
Closed -$260K – 113
2025
Q1 		$260K Sell
11,218
-184
-2% -$4.21K 0.08% 86
2024
Q4 		$259K Hold
11,402
– – 0.08% 84
2024
Q3 		$271K Sell
11,402
-594
-5% -$13.9K 0.08% 81
2024
Q2 		$273K Buy
+11,996
New +$272K 0.08% 74
2023
Q3 		– Sell
-17,552
Closed -$405K – 65
2023
Q2 		$405K Sell
17,552
-897,854
-98% -$20.9M 0.16% 49
2023
Q1 		$10K Buy
+915,406
New +$21.3M 0.24% 40

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Summit Wealth Group's SCHZ Position: Q2 2025 in Review

Summit Wealth Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 11,218 shares — an estimated $260K sold.

Summit Wealth Group first reported a position in SCHZ in Q1 2023 and held it in 6 quarters. The position peaked at $405K in Q2 2023. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Summit Wealth Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Wealth Group sold 11,218 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $260K.
  • Summit Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Summit Wealth Group's Schwab US Aggregate Bond ETF position peaked at $405K in Q2 2023.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Summit Wealth Group's 13F filing for Q2 2025, filed 6 Aug 2025.