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WealthGarden F.S.’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WealthGarden F.S.’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 		$493K Buy
21,333
+1,115
+6% +$25.8K 0.28% 106
2026
Q1 		$469K Buy
20,218
+324
+2% +$7.58K 0.32% 95
2025
Q4 		$467K Sell
19,894
-575
-3% -$13.5K 0.31% 94
2025
Q3 		$484K Buy
20,469
+745
+4% +$17.3K 0.35% 87
2025
Q2 		$456K Sell
19,724
-1,593
-7% -$36.6K 0.38% 79
2025
Q1 		$494K Sell
21,317
-1,607
-7% -$36.8K 0.47% 71
2024
Q4 		$520K Buy
22,924
+7,774
+51% +$180K 0.49% 64
2024
Q3 		$360K Buy
15,150
+1,074
+8% +$25.1K 0.35% 84
2024
Q2 		$321K Buy
+14,076
New +$319K 0.34% 85

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

WealthGarden F.S.'s SCHZ Position: Q2 2026 in Review

WealthGarden F.S. increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 21,333 shares worth $493K. The position accounts for 0.28% of the portfolio, ranked #106.

WealthGarden F.S. first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $520K in Q4 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • WealthGarden F.S. held 21,333 shares of Schwab US Aggregate Bond ETF worth $493K as of Q2 2026.
  • WealthGarden F.S. bought 1,115 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $25.8K.
  • Schwab US Aggregate Bond ETF made up 0.28% of WealthGarden F.S.'s portfolio in Q2 2026, its #106 holding.
  • WealthGarden F.S. first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • WealthGarden F.S.'s Schwab US Aggregate Bond ETF position peaked at $520K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.