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

Wealth Enhancement Trust 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 		$71.2K Hold
3,077
– – 0.01% 428
2026
Q1 		$71.4K Hold
3,077
– – 0.01% 402
2025
Q4 		$71.9K Buy
+3,077
New +$72.3K 0.01% 382

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KBFS
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Envestnet Asset Management
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RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 3,077 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #428.

Wealth Enhancement Trust Services first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $71.9K in Q4 2025. 572 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,077 shares of Schwab US Aggregate Bond ETF worth $71.2K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #428 holding.
  • Wealth Enhancement Trust Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Schwab US Aggregate Bond ETF position peaked at $71.9K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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