W Advisors LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

W Advisors LLC’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 Q1	$1.19M	Sell	51,219 -1,295	-2%	-$30.3K	0.61%	40
2025 Q4	$1.23M	Sell	52,514 -712	-1%	-$16.7K	0.62%	39
2025 Q3	$1.25M	Sell	53,226 -249	-0.5%	-$5.79K	0.66%	38
2025 Q2	$1.24M	Sell	53,475 -861	-2%	-$19.8K	0.71%	35
2025 Q1	$1.26M	Buy	54,336 +285	+0.5%	+$6.53K	0.79%	31
2024 Q4	$1.23M	Buy	54,051 +247	+0.5%	+$5.71K	0.76%	32
2024 Q3	$1.28M	Sell	53,804 -16	-0%	-$375	0.79%	31
2024 Q2	$1.23M	Buy	53,820 +2,344	+5%	+$53.1K	0.8%	32
2024 Q1	$1.18M	Sell	51,476 -32	-0.1%	-$736	0.81%	32
2023 Q4	$1.2M	Buy	+51,508	New	+$1.15M	0.89%	28

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

W Advisors LLC's SCHZ Position: Q1 2026 in Review

W Advisors LLC reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.5% in Q1 2026, selling an estimated $30.3K and leaving 51,219 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #40.

W Advisors LLC first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2024. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

W Advisors LLC held 51,219 shares of Schwab US Aggregate Bond ETF worth $1.19M as of Q1 2026.
W Advisors LLC sold 1,295 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $30.3K.
Schwab US Aggregate Bond ETF made up 0.61% of W Advisors LLC's portfolio in Q1 2026, its #40 holding.
W Advisors LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
W Advisors LLC's Schwab US Aggregate Bond ETF position peaked at $1.28M in Q3 2024.
663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.