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

Valued 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
2025
Q2 		– Sell
-52
Closed -$1.21K – 647
2025
Q1 		$1.21K Buy
+52
New +$1.19K ﹤0.01% 456

Other funds holding SCHZ

JP Morgan Chase
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

Valued Wealth Advisors's SCHZ Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 52 shares — an estimated $1.21K sold.

Valued Wealth Advisors first reported a position in SCHZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 52 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $1.21K.
  • Valued Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Valued Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.21K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.