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VisionPoint Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

VisionPoint Advisory Group’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 		$1.67M Buy
+72,265
New +$1.67M 0.27% 87
2023
Q3 		– Sell
-10
Closed -$230 – 809
2023
Q2 		$230 Buy
+10
New +$233 ﹤0.01% 590

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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

VisionPoint Advisory Group's SCHZ Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 72,265 shares worth $1.67M. The stake represents 0.27% of the portfolio and ranks #87 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in SCHZ as recently as Q2 2023.

VisionPoint Advisory Group first reported a position in SCHZ in Q2 2023 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • VisionPoint Advisory Group held 72,265 shares of Schwab US Aggregate Bond ETF worth $1.67M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new VisionPoint Advisory Group position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.27% of VisionPoint Advisory Group's portfolio in Q2 2026, its #87 holding.
  • VisionPoint Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.