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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

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
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
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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. 149 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.
  • 149 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.