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Tower View Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tower View Wealth Management’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
-1,035
Closed -$24K – 202
2025
Q1 		$24K Buy
+1,035
New +$23.7K 0.01% 97
2023
Q1 		– Sell
-254
Closed -$6K – 164
2022
Q4 		$6K Hold
254
– – ﹤0.01% 134
2022
Q3 		$6K Hold
254
– – ﹤0.01% 134
2022
Q2 		$6K Buy
+254
New +$6.15K ﹤0.01% 133

Other funds holding SCHZ

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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

Tower View Wealth Management's SCHZ Position: Q2 2025 in Review

Tower View Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 1,035 shares — an estimated $24K sold.

Tower View Wealth Management first reported a position in SCHZ in Q2 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Tower View Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 1,035 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $24K.
  • Tower View Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Tower View Wealth Management's Schwab US Aggregate Bond ETF position peaked at $24K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Tower View Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.