Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$49.8M Sell
2,171,145
-21,380
-1% -$495K 0.08% 209
2026
Q1 		$50.9M Sell
2,192,525
-1,759,012
-45% -$41.2M 0.1% 185
2025
Q4 		$92.5M Buy
3,951,537
+321,319
+9% +$7.55M 0.13% 143
2025
Q3 		$85.1M Buy
3,630,218
+50,881
+1% +$1.18M 0.13% 153
2025
Q2 		$82.5M Sell
3,579,337
-111,822
-3% -$2.57M 0.14% 148
2025
Q1 		$85.5M Buy
3,691,159
+254,568
+7% +$5.83M 0.16% 119
2024
Q4 		$78M Sell
3,436,591
-27,905
-0.8% -$645K 0.15% 137
2024
Q3 		$82.3M Sell
3,464,496
-76,488
-2% -$1.79M 0.18% 117
2024
Q2 		$80.7M Sell
3,540,984
-170,342
-5% -$3.86M 0.19% 105
2024
Q1 		$85.4M Sell
3,711,326
-524,058
-12% -$12M 0.22% 99
2023
Q4 		$98.7M Sell
4,235,384
-500,400
-11% -$11.2M 0.29% 71
2023
Q3 		$105M Buy
4,735,784
+1,521,254
+47% +$34.5M 0.34% 59
2023
Q2 		$74.2M Sell
3,214,530
-870,082
-21% -$20.2M 0.8% 24
2023
Q1 		$95.8M Sell
4,084,612
-7,778,294
-66% -$181M 1.12% 19
2022
Q4 		$279M Sell
11,862,906
-989,390
-8% -$22.5M 3.59% 7
2022
Q3 		$289M Buy
12,852,296
+209,788
+2% +$4.99M 4.14% 4
2022
Q2 		$301M Buy
12,642,508
+861,112
+7% +$20.8M 4.2% 4
2022
Q1 		$297M Buy
11,781,396
+676,974
+6% +$17.6M 4% 4
2021
Q4 		$292M Buy
11,104,422
+665,954
+6% +$18M 4.19% 4
2021
Q3 		$282M Buy
10,438,468
+799,154
+8% +$21.9M 4.16% 5
2021
Q2 		$265M Buy
9,639,314
+666,230
+7% +$18.1M 4.26% 4
2021
Q1 		$243M Buy
8,973,084
+1,133,794
+14% +$31.1M 4.41% 4
2020
Q4 		$218M Buy
7,839,290
+854,004
+12% +$23.9M 4.93% 6
2020
Q3 		$196M Buy
6,985,286
+1,149,524
+20% +$32.4M 5.12% 5
2020
Q2 		$165M Buy
5,835,762
+749,690
+15% +$20.9M 4.75% 6
2020
Q1 		$142M Sell
5,086,072
-447,080
-8% -$12.1M 5.07% 5
2019
Q4 		$148M Buy
5,533,152
+461,714
+9% +$12.4M 5.22% 5
2019
Q3 		$136M Buy
5,071,438
+313,142
+7% +$8.38M 5.48% 4
2019
Q2 		$126M Buy
4,758,296
+953,244
+25% +$24.8M 5.55% 4
2019
Q1 		$98M Sell
3,805,052
-326,960
-8% -$8.34M 5.54% 4
2018
Q4 		$105M Sell
4,132,012
-852,202
-17% -$21.3M 6.61% 3
2018
Q3 		$124M Buy
4,984,214
+314,444
+7% +$7.94M 7.49% 3
2018
Q2 		$118M Buy
4,669,770
+370,468
+9% +$9.36M 7.28% 3
2018
Q1 		$109M Buy
4,299,302
+807,926
+23% +$20.7M 7.34% 4
2017
Q4 		$90.5M Buy
3,491,376
+483,876
+16% +$12.6M 6.42% 4
2017
Q3 		$78.5M Buy
3,007,500
+220,974
+8% +$5.79M 6.5% 4
2017
Q2 		$72.4M Buy
2,786,526
+476,296
+21% +$12.4M 6.7% 4
2017
Q1 		$59.9M Buy
2,310,230
+258,802
+13% +$6.68M 6.36% 4
2016
Q4 		$52.8M Buy
2,051,428
+446,574
+28% +$11.7M 6.41% 3
2016
Q3 		$42.8M Buy
1,604,854
+388,720
+32% +$10.4M 6.37% 4
2016
Q2 		$32.7M Buy
1,216,134
+133,482
+12% +$3.54M 5.91% 4
2016
Q1 		$28.5M Buy
1,082,652
+180,578
+20% +$4.71M 5.78% 4
2015
Q4 		$23.2M Buy
902,074
+154,370
+21% +$4M 5.89% 2
2015
Q3 		$19.4M Buy
747,704
+139,474
+23% +$3.62M 5.92% 2
2015
Q2 		$15.7M Buy
608,230
+87,228
+17% +$2.28M 4.85% 4
2015
Q1 		$13.8M Buy
521,002
+77,064
+17% +$2.03M 5.3% 2
2014
Q4 		$11.6M Buy
+443,938
New +$11.6M 4.58% 4

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.98% in Q2 2026, selling an estimated $495K and leaving 2,171,145 shares worth $49.8M. The position accounts for 0.08% of the portfolio, ranked #209.

Wealth Enhancement Advisory Services first reported a position in SCHZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $301M in Q2 2022. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,171,145 shares of Schwab US Aggregate Bond ETF worth $49.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 21,380 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $495K.
  • Schwab US Aggregate Bond ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #209 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab US Aggregate Bond ETF position peaked at $301M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.