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 Q3	$3.94M	Buy	178,336 +54,232	+44%	+$1.23M	0.95%	25
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

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

BWA

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Tactive Advisors's SCHZ Position: Q3 2026 in Review

Tactive Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 44% in Q3 2026, buying an estimated $1.23M and bringing the position to 178,336 shares worth $3.94M. The position accounts for 0.95% of the portfolio, ranked #25.

Tactive Advisors first reported a position in SCHZ in Q2 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Tactive Advisors held 178,336 shares of Schwab US Aggregate Bond ETF worth $3.94M as of Q3 2026.
Tactive Advisors bought 54,232 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.23M.
Schwab US Aggregate Bond ETF made up 0.95% of Tactive Advisors's portfolio in Q3 2026, its #25 holding.
Tactive Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.