Advisor Resource Council’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisor Resource Council’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 Q3	$808K	Buy	+36,750	New	+$835K	0.27%	79

Other funds holding SCHZ

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Advisor Resource Council's SCHZ Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 36,750 shares worth $808K. The stake represents 0.27% of the portfolio and ranks #79 among its holdings.

410 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Advisor Resource Council held 36,750 shares of Schwab US Aggregate Bond ETF worth $808K as of Q3 2026.
Schwab US Aggregate Bond ETF was a new Advisor Resource Council position in Q3 2026.
Schwab US Aggregate Bond ETF made up 0.27% of Advisor Resource Council's portfolio in Q3 2026, its #79 holding.
410 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.