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

Twin Peaks 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 		$985K Buy
42,603
+22,967
+117% +$531K 0.22% 82
2026
Q1 		$456K Buy
19,636
+7,919
+68% +$185K 0.11% 115
2025
Q4 		$274K Buy
+11,717
New +$275K 0.08% 148
2025
Q3 		– Sell
-8,128
Closed -$188K – 1742
2025
Q2 		$188K Sell
8,128
-1,328
-14% -$30.5K 0.06% 160
2025
Q1 		$217K Buy
+9,456
New +$217K 0.1% 132

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 $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

Twin Peaks Wealth Advisors's SCHZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 117% in Q2 2026, buying an estimated $531K and bringing the position to 42,603 shares worth $985K. The position accounts for 0.22% of the portfolio, ranked #82.

Twin Peaks Wealth Advisors first reported a position in SCHZ in Q1 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Twin Peaks Wealth Advisors held 42,603 shares of Schwab US Aggregate Bond ETF worth $985K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 22,967 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $531K.
  • Schwab US Aggregate Bond ETF made up 0.22% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Twin Peaks Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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