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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 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. 352 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.
352 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.