Tactive Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tactive Advisors’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	$2.87M	Buy	124,104 +1,073	+0.9%	+$24.8K	0.71%	38
2026 Q1	$2.86M	Buy	123,031 +10,557	+9%	+$247K	0.81%	33
2025 Q4	$2.63M	Buy	112,474 +20,032	+22%	+$470K	0.77%	36
2025 Q3	$2.17M	Buy	92,442 +61,239	+196%	+$1.42M	0.61%	45
2025 Q2	$725K	Buy	+31,203	New	+$716K	0.23%	96

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $107M AUM