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WJ Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WJ Financial Advisors’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 		$724K Sell
31,290
-440
-1% -$10.2K 0.53% 56
2026
Q1 		$737K Sell
31,730
-425
-1% -$9.95K 0.6% 47
2025
Q4 		$751K Sell
32,155
-1,972
-6% -$46.3K 0.67% 44
2025
Q3 		$801K Buy
+34,127
New +$793K 0.78% 38

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

WJ Financial Advisors's SCHZ Position: Q2 2026 in Review

WJ Financial Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 31,290 shares worth $724K. The position accounts for 0.53% of the portfolio, ranked #56.

WJ Financial Advisors first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $801K in Q3 2025. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • WJ Financial Advisors held 31,290 shares of Schwab US Aggregate Bond ETF worth $724K as of Q2 2026.
  • WJ Financial Advisors sold 440 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Aggregate Bond ETF made up 0.53% of WJ Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • WJ Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $801K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.