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VSM Wealth Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

VSM Wealth Advisory’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 		$4.12M Sell
178,010
-366
-0.2% -$8.47K 1.09% 20
2026
Q1 		$4.14M Buy
178,376
+2,868
+2% +$67.1K 1.24% 19
2025
Q4 		$4.1M Buy
+175,508
New +$4.12M 1.23% 20
2025
Q3 		– Sell
-177,281
Closed -$4.12M – 496
2025
Q2 		$4.12M Buy
177,281
+1,022
+0.6% +$23.5K 1.36% 18
2025
Q1 		$4.08M Sell
176,259
-99
-0.1% -$2.27K 1.47% 19
2024
Q4 		$4M Buy
+176,358
New +$4.07M 1.43% 19

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 $103B AUM 28.65% 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

VSM Wealth Advisory's SCHZ Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.21% in Q2 2026, selling an estimated $8.47K and leaving 178,010 shares worth $4.12M. The position accounts for 1.09% of the portfolio, ranked #20.

VSM Wealth Advisory first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.14M in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • VSM Wealth Advisory held 178,010 shares of Schwab US Aggregate Bond ETF worth $4.12M as of Q2 2026.
  • VSM Wealth Advisory sold 366 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $8.47K.
  • Schwab US Aggregate Bond ETF made up 1.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #20 holding.
  • VSM Wealth Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Schwab US Aggregate Bond ETF position peaked at $4.14M in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.