Truist Financial
SCHZ icon

Truist Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Truist Financial’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 		$1.1M Buy
47,384
+989
+2% +$22.9K ﹤0.01% 1716
2026
Q1 		$1.08M Buy
46,395
+6,874
+17% +$161K ﹤0.01% 1661
2025
Q4 		$924K Buy
39,521
+11,044
+39% +$259K ﹤0.01% 1698
2025
Q3 		$668K Buy
28,477
+6,886
+32% +$160K ﹤0.01% 1858
2025
Q2 		$502K Buy
21,591
+65
+0.3% +$1.49K ﹤0.01% 1970
2025
Q1 		$499K Buy
21,526
+532
+3% +$12.2K ﹤0.01% 1874
2024
Q4 		$477K Sell
20,994
-1,700
-7% -$39.3K ﹤0.01% 1915
2024
Q3 		$539K Buy
22,694
+362
+2% +$8.48K ﹤0.01% 1818
2024
Q2 		$509K Sell
22,332
-254
-1% -$5.76K ﹤0.01% 1968
2024
Q1 		$519K Sell
22,586
-9,362
-29% -$215K ﹤0.01% 1950
2023
Q4 		$745K Buy
31,948
+650
+2% +$14.5K ﹤0.01% 1758
2023
Q3 		$692K Sell
31,298
-568
-2% -$12.9K ﹤0.01% 1741
2023
Q2 		$735K Sell
31,866
-8,052
-20% -$187K ﹤0.01% 1751
2023
Q1 		$936K Sell
39,918
-20,528
-34% -$478K ﹤0.01% 1591
2022
Q4 		$1.38M Sell
60,446
-4,712
-7% -$107K ﹤0.01% 1399
2022
Q3 		$1.48M Sell
65,158
-4,052
-6% -$96.5K ﹤0.01% 1343
2022
Q2 		$1.66M Sell
69,210
-4,878
-7% -$118K ﹤0.01% 1311
2022
Q1 		$1.87M Sell
74,088
-4,298
-5% -$112K ﹤0.01% 1324
2021
Q4 		$2.11M Buy
78,386
+29,240
+59% +$790K ﹤0.01% 1274
2021
Q3 		$1.33M Buy
49,146
+1,522
+3% +$41.7K ﹤0.01% 1456
2021
Q2 		$1.3M Sell
47,624
-1,522
-3% -$41.3K ﹤0.01% 1504
2021
Q1 		$1.33M Buy
49,146
+546
+1% +$15K ﹤0.01% 1424
2020
Q4 		$1.36M Sell
48,600
-14,496
-23% -$405K ﹤0.01% 1335
2020
Q3 		$1.77M Buy
63,096
+23,368
+59% +$659K ﹤0.01% 1125
2020
Q2 		$1.12M Buy
+39,728
New +$1.11M ﹤0.01% 1255

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Truist Financial's SCHZ Position: Q2 2026 in Review

Truist Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q2 2026, buying an estimated $22.9K and bringing the position to 47,384 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Truist Financial first reported a position in SCHZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q4 2021. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Truist Financial held 47,384 shares of Schwab US Aggregate Bond ETF worth $1.1M as of Q2 2026.
  • Truist Financial bought 989 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $22.9K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1716 holding.
  • Truist Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Truist Financial's Schwab US Aggregate Bond ETF position peaked at $2.11M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.