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

Syntegra Private 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
2026
Q2 		$357K Buy
15,454
+66
+0.4% +$1.53K 0.03% 151
2026
Q1 		$357K Buy
15,388
+218
+1% +$5.1K 0.03% 136
2025
Q4 		$355K Sell
15,170
-426
-3% -$10K 0.03% 140
2025
Q3 		$366K Sell
15,596
-67
-0.4% -$1.56K 0.03% 137
2025
Q2 		$364K Sell
15,663
-1,959
-11% -$45K 0.04% 132
2025
Q1 		$408K Sell
17,622
-1,359
-7% -$31.1K 0.05% 100
2024
Q4 		$431K Sell
18,981
-215
-1% -$4.97K 0.05% 92
2024
Q3 		$456K Sell
19,196
-250
-1% -$5.85K 0.05% 87
2024
Q2 		$443K Sell
19,446
-410
-2% -$9.29K 0.06% 81
2024
Q1 		$457K Buy
19,856
+52
+0.3% +$1.2K 0.06% 76
2023
Q4 		$462K Sell
19,804
-864
-4% -$19.3K 0.07% 69
2023
Q3 		$457K Sell
20,668
-1,920
-9% -$43.5K 0.07% 69
2023
Q2 		$521K Buy
22,588
+960
+4% +$22.3K 0.08% 67
2023
Q1 		$507K Buy
21,628
+5,440
+34% +$127K 0.09% 67
2022
Q4 		$370K Buy
+16,188
New +$369K 0.07% 73

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

Syntegra Private Wealth Group's SCHZ Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.43% in Q2 2026, buying an estimated $1.53K and bringing the position to 15,454 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #151.

Syntegra Private Wealth Group first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $521K in Q2 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Syntegra Private Wealth Group held 15,454 shares of Schwab US Aggregate Bond ETF worth $357K as of Q2 2026.
  • Syntegra Private Wealth Group bought 66 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.53K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #151 holding.
  • Syntegra Private Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Schwab US Aggregate Bond ETF position peaked at $521K in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.