Wedbush Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wedbush Securities’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	$245K	Hold	10,606	–	–	0.01%	1084
2026 Q1	$246K	Sell	10,606 -350	-3%	-$8.19K	0.01%	1009
2025 Q4	$256K	Buy	+10,956	New	+$257K	0.01%	961
2025 Q3	–	Sell	-10,956	Closed	-$255K	–	1250
2025 Q2	$255K	Hold	10,956	–	–	0.01%	926
2025 Q1	$254K	Hold	10,956	–	–	0.01%	899
2024 Q4	$249K	Buy	10,956 +248	+2%	+$5.73K	0.01%	919
2024 Q3	$254K	Hold	10,708	–	–	0.01%	881
2024 Q2	$244K	Hold	10,708	–	–	0.01%	973
2024 Q1	$246K	Sell	10,708 -304	-3%	-$6.99K	0.01%	975
2023 Q4	$257K	Buy	11,012 +344	+3%	+$7.7K	0.01%	842
2023 Q3	$236K	Buy	10,668 +194	+2%	+$4.4K	0.01%	839
2023 Q2	$242K	Buy	10,474 +530	+5%	+$12.3K	0.01%	852
2023 Q1	$233K	Buy	+9,944	New	+$231K	0.01%	872

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wedbush Securities's SCHZ Position: Q2 2026 in Review

Wedbush Securities held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 10,606 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1084.

Wedbush Securities first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $257K in Q4 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Wedbush Securities held 10,606 shares of Schwab US Aggregate Bond ETF worth $245K as of Q2 2026.
Wedbush Securities left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1084 holding.
Wedbush Securities first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Wedbush Securities's Schwab US Aggregate Bond ETF position peaked at $257K in Q4 2023.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.