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 Q3	$2.66M	Buy	120,553 +48,288	+67%	+$1.1M	0.42%	60
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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $147M AUM 10.13% 1-Year Est. Return

VisionPoint Advisory Group's SCHZ Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 67% in Q3 2026, buying an estimated $1.1M and bringing the position to 120,553 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #60.

VisionPoint Advisory Group first reported a position in SCHZ in Q2 2023 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

VisionPoint Advisory Group held 120,553 shares of Schwab US Aggregate Bond ETF worth $2.66M as of Q3 2026.
VisionPoint Advisory Group bought 48,288 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.1M.
Schwab US Aggregate Bond ETF made up 0.42% of VisionPoint Advisory Group's portfolio in Q3 2026, its #60 holding.
VisionPoint Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 3 quarters since.
184 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.