Question 1

How many shares of SCHZ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 6,737 shares of SCHZ (SCHWAB US AGGREGATE BOND ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's SCHZ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SCHZ position is worth $155,836.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SCHZ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SCHZ position (+9.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SCHZ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SCHZ in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	6,737	+9.1%	$155,836	0.0%	$22.96	25
2026-Q1	Increased	6,175	+3.0%	$143,374	0.0%	$22.81	23
2025-Q4	Unchanged	5,998	0.0%	$140,173	0.0%	$22.80	0
2025-Q3	Increased	5,998	+27.5%	$140,773	0.0%	$22.60	28
2025-Q2	Increased	4,705	+40.0%	$109,344	0.0%	$22.15	29
2025-Q1	Unchanged	3,362	0.0%	$77,864	0.0%	$21.85	0
2024-Q4	Increased	3,362	+100.0%	$76,317	0.0%	$21.26	34
2024-Q3	Decreased	1,681	-1.1%	$79,881	0.0%	$21.97	0
2024-Q2	Decreased	1,699	-33.6%	$77,440	0.0%	$20.87	0
2024-Q1	Increased	2,560	+0.7%	$117,760	0.0%	$20.85	22
2023-Q4	Unchanged	2,542	0.0%	$118,508	0.0%	$21.00	0
2023-Q3	Unchanged	2,542	0.0%	$112,433	0.0%	$19.68	0
2023-Q2	Decreased	2,542	-3.3%	$117,339	0.0%	$20.37	0
2023-Q1	Increased	2,628	+1.7%	$123,279	0.0%	$20.54	22
2022-Q4	Decreased	2,585	-12.9%	$118,005	0.0%	$19.89	0
2022-Q3	Unchanged	2,967	0.0%	$134,000	0.0%	$19.56	0
2022-Q2	Decreased	2,967	-68.9%	$142,000	0.0%	$20.53	0
2022-Q1	Unchanged	9,540	0.0%	$482,000	0.0%	$21.56	0
2021-Q4	Increased	9,540	+7.3%	$514,000	0.0%	$22.90	26
2021-Q3	Decreased	8,890	-2.0%	$482,000	0.0%	$22.89	0
2021-Q2	Decreased	9,069	-50.4%	$495,000	0.0%	$22.92	0
2021-Q1	Increased	18,286	+100.0%	$493.8M	0.0%	$22.52	51
2020-Q4	Increased	9,143	+252.5%	$512,000	0.0%	$23.30	39
2020-Q3	Increased	2,594	+82.4%	$145,000	0.0%	$23.14	34
2020-Q2	Unchanged	1,422	0.0%	$80,000	0.0%	$23.07	0
2020-Q1	Unchanged	1,422	0.0%	$77,000	0.0%	$22.12	0
2019-Q4	Increased	1,422	+694.4%	$75,000	0.0%	$21.68	34
2019-Q3	Unchanged	179	0.0%	$9,000	0.0%	$21.66	0
2019-Q2	New	179	-	$9,000	0.0%	$21.17	23

SCHZ29 quarters

SCHZ
29 quarters