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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
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 $1.56T 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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Alliance's SCHZ Position: Q1 2026 in Review

Wealth Alliance increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 36% in Q1 2026, buying an estimated $95.8K and bringing the position to 15,601 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #380.

Wealth Alliance first reported a position in SCHZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $448K in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Wealth Alliance held 15,601 shares of Schwab US Aggregate Bond ETF worth $362K as of Q1 2026.
  • Wealth Alliance bought 4,094 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $95.8K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #380 holding.
  • Wealth Alliance first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealth Alliance's Schwab US Aggregate Bond ETF position peaked at $448K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.