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World Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

World Investment 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 		$245K Hold
10,537
– – ﹤0.01% 1350
2026
Q1 		$245K Sell
10,537
-1,621
-13% -$37.9K ﹤0.01% 1374
2025
Q4 		$284K Buy
12,158
+562
+5% +$13.2K ﹤0.01% 1209
2025
Q3 		$272K Sell
11,596
-4,148
-26% -$96.4K 0.01% 1034
2025
Q2 		$366K Sell
15,744
-15,781
-50% -$362K 0.01% 843
2025
Q1 		$730K Sell
31,525
-31,185
-50% -$714K 0.02% 584
2024
Q4 		$1.42M Sell
62,710
-1,358
-2% -$31.4K 0.04% 400
2024
Q3 		$1.52M Sell
64,068
-520
-0.8% -$12.2K 0.05% 350
2024
Q2 		$1.47M Buy
64,588
+9,336
+17% +$212K 0.09% 201
2024
Q1 		$1.27M Buy
55,252
+41,546
+303% +$955K 0.18% 115
2023
Q4 		$319K Sell
13,706
-159,926
-92% -$3.58M 0.04% 295
2023
Q3 		$3.84M Sell
173,632
-35,754
-17% -$810K 0.76% 27
2023
Q2 		$4.83M Buy
209,386
+8,002
+4% +$186K 0.93% 23
2023
Q1 		$4.72M Buy
201,384
+2,262
+1% +$52.6K 0.98% 24
2022
Q4 		$4.54M Buy
199,122
+2,784
+1% +$63.4K 1.04% 20
2022
Q3 		$4.45M Buy
196,338
+8,574
+5% +$204K 1.06% 22
2022
Q2 		$4.59M Buy
187,764
+6,706
+4% +$162K 0.96% 23
2022
Q1 		$4.58M Buy
181,058
+8,306
+5% +$216K 0.95% 22
2021
Q4 		$4.46M Buy
172,752
+18,738
+12% +$507K 0.93% 22
2021
Q3 		$4.18M Buy
154,014
+19,650
+15% +$539K 0.95% 20
2021
Q2 		$3.67M Buy
134,364
+10,216
+8% +$277K 0.84% 22
2021
Q1 		$3.35M Buy
124,148
+18,310
+17% +$503K 0.81% 23
2020
Q4 		$2.92M Buy
105,838
+25,924
+32% +$725K 0.74% 25
2020
Q3 		$2.24M Buy
79,914
+7,476
+10% +$211K 0.77% 27
2020
Q2 		$2.04M Buy
+72,438
New +$2.02M 0.72% 29

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 $103B AUM 28.65% 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

World Investment Advisors's SCHZ Position: Q2 2026 in Review

World Investment Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 10,537 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

World Investment Advisors first reported a position in SCHZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.83M in Q2 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • World Investment Advisors held 10,537 shares of Schwab US Aggregate Bond ETF worth $245K as of Q2 2026.
  • World Investment Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1350 holding.
  • World Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • World Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $4.83M in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.