WA
SCHZ icon

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

Wealth Alliance’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 		$485K Buy
20,960
+5,359
+34% +$124K 0.04% 325
2026
Q1 		$362K Buy
15,601
+4,094
+36% +$95.8K 0.04% 380
2025
Q4 		$269K Sell
11,507
-1,004
-8% -$23.6K 0.03% 459
2025
Q3 		$294K Sell
12,511
-2,608
-17% -$60.6K 0.03% 422
2025
Q2 		$351K Sell
15,119
-4,240
-22% -$97.3K 0.04% 365
2025
Q1 		$448K Buy
19,359
+3,530
+22% +$80.9K 0.05% 301
2024
Q4 		$359K Sell
15,829
-2,381
-13% -$55K 0.04% 326
2024
Q3 		$433K Sell
18,210
-874
-5% -$20.5K 0.05% 302
2024
Q2 		$435K Buy
19,084
+6,030
+46% +$137K 0.06% 275
2024
Q1 		$300K Buy
+13,054
New +$300K 0.04% 401

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 $104B AUM 28.3% 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

Wealth Alliance's SCHZ Position: Q2 2026 in Review

Wealth Alliance increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 20,960 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #325.

Wealth Alliance first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wealth Alliance held 20,960 shares of Schwab US Aggregate Bond ETF worth $485K as of Q2 2026.
  • Wealth Alliance bought 5,359 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $124K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #325 holding.
  • Wealth Alliance first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.