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

Visionary 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
Q4 		– Sell
-8,882
Closed -$208K – 630
2025
Q3 		$208K Buy
+8,882
New +$206K 0.01% 574
2025
Q2 		– Sell
-29,476
Closed -$683K – 595
2025
Q1 		$683K Buy
29,476
+1,661
+6% +$38K 0.04% 301
2024
Q4 		$631K Sell
27,815
-1,141
-4% -$26.4K 0.04% 318
2024
Q3 		$688K Sell
28,956
-2,926
-9% -$68.5K 0.04% 302
2024
Q2 		$727K Sell
31,882
-15,842
-33% -$359K 0.05% 277
2024
Q1 		$1.1M Sell
47,724
-2,594
-5% -$59.6K 0.07% 227
2023
Q4 		$1.17M Buy
50,318
+868
+2% +$19.4K 0.09% 209
2023
Q3 		$1.09M Sell
49,450
-4,086
-8% -$92.6K 0.09% 198
2023
Q2 		$1.24M Buy
53,536
+11,686
+28% +$272K 0.1% 188
2023
Q1 		$982K Buy
+41,850
New +$974K 0.08% 193
2022
Q1 		– Sell
-224,466
Closed -$6.05M – 454
2021
Q4 		$6.05M Buy
+224,466
New +$6.07M 0.5% 51
2020
Q2 		– Sell
-142,516
Closed -$3.87M – 241
2020
Q1 		$3.87M Buy
+142,516
New +$3.85M 0.73% 45

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Visionary Wealth Advisors's SCHZ Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 8,882 shares — an estimated $208K sold.

Visionary Wealth Advisors first reported a position in SCHZ in Q1 2020 and held it in 12 quarters. The position peaked at $6.05M in Q4 2021. 671 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,882 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $208K.
  • Visionary Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 12 quarters.
  • Visionary Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $6.05M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.