VIA
SCHZ icon

Victrix Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Victrix Investment 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 		– Sell
-147,061
Closed -$3.41M – 99
2026
Q1 		$3.41M Buy
147,061
+10,724
+8% +$251K 1.24% 32
2025
Q4 		$3.19M Buy
+136,337
New +$3.2M 1.23% 30
2025
Q3 		– Sell
-108,797
Closed -$2.53M – 95
2025
Q2 		$2.53M Buy
108,797
+4,755
+5% +$109K 1.12% 32
2025
Q1 		$2.37M Buy
+104,042
New +$2.38M 1.25% 31

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

Victrix Investment Advisors's SCHZ Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 147,061 shares — an estimated $3.41M sold.

Victrix Investment Advisors first reported a position in SCHZ in Q1 2025 and held it in 4 quarters. The position peaked at $3.41M in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Victrix Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 147,061 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.41M.
  • Victrix Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Victrix Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $3.41M in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.