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Wedmont Private Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wedmont Private Capital’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 		$450K Hold
19,610
– – 0.01% 585
2026
Q1 		$456K Hold
19,610
– – 0.01% 525
2025
Q4 		$459K Sell
19,610
-2,215
-10% -$52K 0.02% 508
2025
Q3 		$512K Buy
21,825
+2,215
+11% +$51.5K 0.02% 453
2025
Q2 		$452K Hold
19,610
– – 0.02% 455
2025
Q1 		$446K Hold
19,610
– – 0.02% 412
2024
Q4 		$441K Hold
19,610
– – 0.02% 424
2024
Q3 		$458K Sell
19,610
-1,318
-6% -$30.9K 0.03% 380
2024
Q2 		$483K Buy
20,928
+1,144
+6% +$25.9K 0.03% 351
2024
Q1 		$450K Buy
19,784
+174
+0.9% +$4K 0.03% 348
2023
Q4 		$454K Sell
19,610
-5,364
-21% -$120K 0.04% 330
2023
Q3 		$550K Buy
+24,974
New +$566K 0.06% 233

Other funds holding SCHZ

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
RA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wedmont Private Capital's SCHZ Position: Q2 2026 in Review

Wedmont Private Capital held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 19,610 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #585.

Wedmont Private Capital first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $550K in Q3 2023. 275 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Wedmont Private Capital held 19,610 shares of Schwab US Aggregate Bond ETF worth $450K as of Q2 2026.
  • Wedmont Private Capital left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #585 holding.
  • Wedmont Private Capital first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's Schwab US Aggregate Bond ETF position peaked at $550K in Q3 2023.
  • 275 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.