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

VERITY 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 		$863K Buy
37,305
+2,998
+9% +$69.4K 0.52% 33
2026
Q1 		$797K Sell
34,307
-1,607
-4% -$37.6K 0.53% 34
2025
Q4 		$839K Buy
35,914
+24
+0.1% +$564 0.52% 36
2025
Q3 		$842K Sell
35,890
-3,177
-8% -$73.8K 0.53% 37
2025
Q2 		$908K Buy
39,067
+746
+2% +$17.1K 0.61% 31
2025
Q1 		$888K Sell
38,321
-7,553
-16% -$173K 0.66% 32
2024
Q4 		$1.04M Buy
45,874
+90
+0.2% +$2.08K 0.75% 27
2024
Q3 		$1.09M Buy
45,784
+64
+0.1% +$1.5K 0.76% 28
2024
Q2 		$1.04M Buy
45,720
+718
+2% +$16.3K 0.78% 25
2024
Q1 		$1.04M Buy
45,002
+268
+0.6% +$6.16K 0.79% 27
2023
Q4 		$1.04M Sell
44,734
-74,442
-62% -$1.67M 0.9% 23
2023
Q3 		$2.64M Buy
119,176
+7,368
+7% +$167K 2.48% 9
2023
Q2 		$2.58M Sell
111,808
-1,560
-1% -$36.3K 2.32% 9
2023
Q1 		$2.66M Sell
113,368
-2,638
-2% -$61.4K 2.47% 8
2022
Q4 		$2.65M Sell
116,006
-64,064
-36% -$1.46M 2.6% 6
2022
Q3 		$4.08M Sell
180,070
-3,564
-2% -$84.9K 4.19% 4
2022
Q2 		$4.39M Sell
183,634
-26,116
-12% -$632K 4.27% 4
2022
Q1 		$5.3M Sell
209,750
-42,446
-17% -$1.1M 4.69% 4
2021
Q4 		$6.8M Buy
252,196
+19,294
+8% +$522K 5.65% 4
2021
Q3 		$6.32M Sell
232,902
-8,656
-4% -$237K 5.65% 4
2021
Q2 		$6.59M Buy
241,558
+11,426
+5% +$310K 5.98% 4
2021
Q1 		$6.21M Buy
230,132
+24
+0% +$659 5.5% 4
2020
Q4 		$6.45M Sell
230,108
-4,354
-2% -$122K 5.86% 4
2020
Q3 		$6.57M Sell
234,462
-1,210
-0.5% -$34.1K 6.71% 3
2020
Q2 		$6.63M Sell
235,672
-27,980
-11% -$778K 7.08% 3
2020
Q1 		$7.15M Sell
263,652
-111,068
-30% -$3M 9.72% 3
2019
Q4 		$10M Buy
374,720
+9,428
+3% +$253K 9.64% 2
2019
Q3 		$9.84M Sell
365,292
-4,210
-1% -$113K 9.68% 2
2019
Q2 		$9.79M Buy
369,502
+146,294
+66% +$3.8M 9.63% 2
2019
Q1 		$5.79M Buy
223,208
+97,988
+78% +$2.5M 5.92% 5
2018
Q4 		$3.17M Buy
+125,220
New +$3.13M 3.64% 10

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

VERITY Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.7% in Q2 2026, buying an estimated $69.4K and bringing the position to 37,305 shares worth $863K. The position accounts for 0.52% of the portfolio, ranked #33.

VERITY Wealth Advisors first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $10M in Q4 2019. 199 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • VERITY Wealth Advisors held 37,305 shares of Schwab US Aggregate Bond ETF worth $863K as of Q2 2026.
  • VERITY Wealth Advisors bought 2,998 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $69.4K.
  • Schwab US Aggregate Bond ETF made up 0.52% of VERITY Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • VERITY Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $10M in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.