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

Talisman Wealth 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 		– Sell
-11,029
Closed -$256K – 138
2026
Q1 		$256K Sell
11,029
-890
-7% -$20.8K 0.21% 82
2025
Q4 		$279K Buy
11,919
+935
+9% +$22K 0.22% 85
2025
Q3 		$258K Buy
10,984
+837
+8% +$19.4K 0.21% 97
2025
Q2 		$236K Buy
10,147
+44
+0.4% +$1.01K 0.22% 96
2025
Q1 		$234K Buy
+10,103
New +$231K 0.24% 92

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 $104B AUM 28.3% 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

Talisman Wealth Advisors's SCHZ Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 11,029 shares — an estimated $256K sold.

Talisman Wealth Advisors first reported a position in SCHZ in Q1 2025 and held it in 5 quarters. The position peaked at $279K in Q4 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 11,029 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $256K.
  • Talisman Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 5 quarters.
  • Talisman Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $279K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.