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Wealthspire Advisors (New York)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealthspire Advisors (New York)’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 		$1.77M Buy
76,361
+32,845
+75% +$760K 0.01% 442
2026
Q1 		$1.01M Sell
43,516
-38,209
-47% -$894K 0.01% 408
2025
Q4 		$1.91M Sell
81,725
-9,028
-10% -$212K 0.02% 302
2025
Q3 		$2.13M Sell
90,753
-8,426
-8% -$196K 0.01% 267
2025
Q2 		$2.3M Sell
99,179
-4,056
-4% -$93.1K 0.01% 261
2025
Q1 		$2.39M Sell
103,235
-2,038
-2% -$46.7K 0.01% 250
2024
Q4 		$2.39M Buy
105,273
+25,309
+32% +$585K 0.02% 229
2024
Q3 		$1.9M Sell
79,964
-26,596
-25% -$623K 0.02% 262
2024
Q2 		$2.43M Sell
106,560
-38,076
-26% -$863K 0.03% 184
2024
Q1 		$3.33M Sell
144,636
-33,168
-19% -$763K 0.04% 138
2023
Q4 		$4.14M Buy
177,804
+104,090
+141% +$2.33M 0.06% 122
2023
Q3 		$1.63M Buy
73,714
+40
+0.1% +$906 0.03% 195
2023
Q2 		$1.7M Sell
73,674
-3,166
-4% -$73.7K 0.03% 169
2023
Q1 		$1.8M Sell
76,840
-9,552
-11% -$222K 0.03% 167
2022
Q4 		$1.97M Buy
86,392
+1,966
+2% +$44.8K 0.04% 156
2022
Q3 		$1.91M Sell
84,426
-74,284
-47% -$1.77M 0.04% 147
2022
Q2 		$3.8M Sell
158,710
-77,406
-33% -$1.87M 0.08% 104
2022
Q1 		$5.97M Sell
236,116
-51,232
-18% -$1.33M 0.13% 67
2021
Q4 		$7.74M Sell
287,348
-31,104
-10% -$841K 0.17% 58
2021
Q3 		$8.64M Sell
318,452
-54,572
-15% -$1.5M 0.18% 67
2021
Q2 		$10.2M Sell
373,024
-333,470
-47% -$9.05M 0.27% 46
2021
Q1 		$19.1M Sell
706,494
-315,206
-31% -$8.65M 0.45% 30
2020
Q4 		$28.6M Buy
+1,021,700
New +$28.6M 0.85% 22
2020
Q2 		– Sell
-750,988
Closed -$20.4M – 487
2020
Q1 		$20.4M Buy
+750,988
New +$20.3M 0.85% 22

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

Wealthspire Advisors (New York)'s SCHZ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 75% in Q2 2026, buying an estimated $760K and bringing the position to 76,361 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #442.

Wealthspire Advisors (New York) first reported a position in SCHZ in Q1 2020 and has held it in 24 quarters since. The position peaked at $28.6M in Q4 2020. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wealthspire Advisors (New York) held 76,361 shares of Schwab US Aggregate Bond ETF worth $1.77M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 32,845 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $760K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #442 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Aggregate Bond ETF position peaked at $28.6M in Q4 2020.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.