W Advisors LLC
SCHZ icon

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
Q3 		$1.3M Buy
59,026
+7,257
+14% +$165K 0.57% 40
2026
Q2 		$1.2M Buy
51,769
+550
+1% +$12.7K 0.54% 44
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% -$5.78K 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
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

W Advisors LLC's SCHZ Position: Q3 2026 in Review

W Advisors LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q3 2026, buying an estimated $165K and bringing the position to 59,026 shares worth $1.3M. The position accounts for 0.57% of the portfolio, ranked #40.

W Advisors LLC first reported a position in SCHZ in Q4 2023 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • W Advisors LLC held 59,026 shares of Schwab US Aggregate Bond ETF worth $1.3M as of Q3 2026.
  • W Advisors LLC bought 7,257 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $165K.
  • Schwab US Aggregate Bond ETF made up 0.57% of W Advisors LLC's portfolio in Q3 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 12 quarters since.
  • 573 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.