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Wagner Wealth Management (South Carolina)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$18.1K Buy
784
+1
+0.1% +$23 ﹤0.01% 210
2026
Q1 		$18.2K Buy
783
+651
+493% +$15.2K ﹤0.01% 206
2025
Q4 		$3.08K Buy
132
+2
+2% +$47 ﹤0.01% 233
2025
Q3 		$3.05K Sell
130
-445
-77% -$10.3K ﹤0.01% 212
2025
Q2 		$13.4K Sell
575
-4,701
-89% -$108K ﹤0.01% 195
2025
Q1 		$122K Buy
5,276
+733
+16% +$16.8K 0.03% 126
2024
Q4 		$103K Buy
4,543
+1,069
+31% +$24.7K 0.03% 121
2024
Q3 		$82.6K Buy
3,474
+274
+9% +$6.42K 0.02% 127
2024
Q2 		$72.9K Buy
3,200
+374
+13% +$8.48K 0.02% 155
2024
Q1 		$65K Buy
2,826
+434
+18% +$9.98K 0.02% 161
2023
Q4 		$55.7K Buy
2,392
+404
+20% +$9.04K 0.02% 161
2023
Q3 		$44K Buy
1,988
+804
+68% +$18.2K 0.02% 141
2023
Q2 		$27.3K Buy
1,184
+326
+38% +$7.58K 0.01% 155
2023
Q1 		$20.1K Sell
858
-1,452
-63% -$33.8K 0.01% 159
2022
Q4 		$52.7K Buy
2,310
+268
+13% +$6.1K 0.03% 151
2022
Q3 		$46K Sell
2,042
-2
-0.1% -$48 0.03% 217
2022
Q2 		$49K Buy
2,044
+56
+3% +$1.35K 0.04% 207
2022
Q1 		$50K Sell
1,988
-290
-13% -$7.53K 0.04% 155
2021
Q4 		$61K Sell
2,278
-240
-10% -$6.49K 0.05% 230
2021
Q3 		$68K Sell
2,518
-782
-24% -$21.4K 0.05% 200
2021
Q2 		$90K Buy
3,300
+2
+0.1% +$54 0.06% 198
2021
Q1 		$89K Sell
3,298
-1,616
-33% -$44.4K 0.07% 183
2020
Q4 		$138K Buy
+4,914
New +$137K 0.13% 110
2018
Q3 		$333K Sell
13,266
-3,140
-19% -$79.3K 0.22% 86
2018
Q2 		$415K Sell
16,406
-1,526
-9% -$38.6K 0.3% 76
2018
Q1 		$457K Sell
17,932
-1,004
-5% -$25.7K 0.35% 65
2017
Q4 		$491K Buy
+18,936
New +$494K 0.37% 60

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

Wagner Wealth Management (South Carolina)'s SCHZ Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.13% in Q2 2026, buying an estimated $23 and bringing the position to 784 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Wagner Wealth Management (South Carolina) first reported a position in SCHZ in Q4 2017 and has held it in 27 quarters since. The position peaked at $491K in Q4 2017. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 784 shares of Schwab US Aggregate Bond ETF worth $18.1K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 1 Schwab US Aggregate Bond ETF share in Q2 2026, an estimated $23.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #210 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab US Aggregate Bond ETF position peaked at $491K in Q4 2017.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.