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

WBH 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 Q1	$1.68M	Sell	72,613 -48	-0.1%	-$1.12K	0.13%	122
2025 Q4	$1.7M	Sell	72,661 -199	-0.3%	-$4.67K	0.13%	123
2025 Q3	$1.71M	Buy	72,860 +5,294	+8%	+$123K	0.13%	121
2025 Q2	$1.57M	Sell	67,566 -7,037	-9%	-$161K	0.13%	116
2025 Q1	$1.73M	Buy	74,603 +1,288	+2%	+$29.5K	0.16%	106
2024 Q4	$1.66M	Sell	73,315 -2,479	-3%	-$57.3K	0.15%	107
2024 Q3	$1.8M	Sell	75,794 -452	-0.6%	-$10.6K	0.17%	105
2024 Q2	$1.74M	Buy	76,246 +4,638	+6%	+$105K	0.18%	100
2024 Q1	$1.65M	Sell	71,608 -1,596	-2%	-$36.7K	0.17%	106
2023 Q4	$1.71M	Sell	73,204 -9,646	-12%	-$216K	0.19%	100
2023 Q3	$1.83M	Buy	82,850 +34,120	+70%	+$773K	0.22%	93
2023 Q2	$1.12M	Sell	48,730 -7,150	-13%	-$166K	0.13%	137
2023 Q1	$1.31M	Buy	+55,880	New	+$1.3M	0.16%	123
2022 Q3	$693K	Sell	30,598 -786	-3%	-$18.7K	0.1%	164
2022 Q2	$751K	Sell	31,384 -7,504	-19%	-$182K	0.1%	165
2022 Q1	$948K	Sell	38,888 -7,340	-16%	-$191K	0.12%	149
2021 Q4	$1.25M	Sell	46,228 -1,512	-3%	-$40.9K	0.14%	131
2021 Q3	$1.29M	Buy	47,740 +3,602	+8%	+$98.8K	0.17%	119
2021 Q2	$1.21M	Buy	44,138 +13,098	+42%	+$355K	0.18%	107
2021 Q1	$837K	Sell	31,040 -302	-1%	-$8.29K	0.14%	130
2020 Q4	$873K	Sell	31,342 -2,648	-8%	-$74K	0.15%	120
2020 Q3	$953K	Sell	33,990 -1,180	-3%	-$33.3K	0.19%	105
2020 Q2	$989K	Sell	35,170 -1,144	-3%	-$31.8K	0.24%	98
2020 Q1	$985	Sell	36,314 -1,258	-3%	-$34K	0.23%	85
2019 Q4	$1M	Buy	37,572 +2,600	+7%	+$69.7K	0.21%	106
2019 Q3	$941K	Buy	34,972 +5,016	+17%	+$134K	0.21%	106
2019 Q2	$793K	Buy	29,956 +1,052	+4%	+$27.4K	0.18%	116
2019 Q1	$749K	Buy	28,904 +4,132	+17%	+$105K	0.18%	115
2018 Q4	$626	Buy	24,772 +720	+3%	+$18K	0.15%	122
2018 Q3	$604K	Buy	24,052 +2,850	+13%	+$72K	0.15%	131
2018 Q2	$536K	Buy	21,202 +3,284	+18%	+$83K	0.14%	135
2018 Q1	$457K	Buy	17,918 +1,326	+8%	+$33.9K	0.12%	151
2017 Q4	$431K	Buy	16,592 +1,348	+9%	+$35.2K	0.12%	158
2017 Q3	$399K	Buy	15,244 +44	+0.3%	+$1.15K	0.11%	157
2017 Q2	$397K	Buy	15,200 +4,436	+41%	+$116K	0.11%	150
2017 Q1	$278K	Buy	10,764 +2,940	+38%	+$75.9K	0.08%	194
2016 Q4	$201K	Buy	+7,824	New	+$205K	0.07%	216

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 $3.64B AUM 14.73% 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

WBH Advisory's SCHZ Position: Q1 2026 in Review

WBH Advisory reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.07% in Q1 2026, selling an estimated $1.12K and leaving 72,613 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #122.

WBH Advisory first reported a position in SCHZ in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.83M in Q3 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

WBH Advisory held 72,613 shares of Schwab US Aggregate Bond ETF worth $1.68M as of Q1 2026.
WBH Advisory sold 48 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.12K.
Schwab US Aggregate Bond ETF made up 0.13% of WBH Advisory's portfolio in Q1 2026, its #122 holding.
WBH Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 37 quarters since.
WBH Advisory's Schwab US Aggregate Bond ETF position peaked at $1.83M in Q3 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.