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Vise Technologies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vise Technologies’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 		$1.25M Buy
54,100
+32,923
+155% +$762K 0.01% 698
2026
Q1 		$495K Hold
21,177
– – 0.01% 872
2025
Q4 		$495K Buy
21,177
+9,622
+83% +$226K 0.01% 877
2025
Q3 		$271K Buy
+11,555
New +$268K 0.01% 950

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 $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Vise Technologies's SCHZ Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 155% in Q2 2026, buying an estimated $762K and bringing the position to 54,100 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #698.

Vise Technologies first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Vise Technologies held 54,100 shares of Schwab US Aggregate Bond ETF worth $1.25M as of Q2 2026.
  • Vise Technologies bought 32,923 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $762K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #698 holding.
  • Vise Technologies first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.