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Alley Investment Management Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alley Investment Management Company’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 		$354K Buy
15,324
+550
+4% +$12.7K 0.04% 79
2026
Q1 		$343K Buy
14,774
+365
+3% +$8.54K 0.04% 77
2025
Q4 		$337K Sell
14,409
-993
-6% -$23.3K 0.04% 81
2025
Q3 		$361K Buy
15,402
+485
+3% +$11.3K 0.04% 78
2025
Q2 		$347K Buy
14,917
+117
+0.8% +$2.69K 0.04% 77
2025
Q1 		$343K Sell
14,800
-482
-3% -$11K 0.04% 77
2024
Q4 		$347K Buy
15,282
+600
+4% +$13.9K 0.04% 78
2024
Q3 		$349K Buy
14,682
+372
+3% +$8.71K 0.04% 77
2024
Q2 		$326K Buy
14,310
+194
+1% +$4.4K 0.04% 79
2024
Q1 		$325K Sell
14,116
-36
-0.3% -$828 0.04% 77
2023
Q4 		$330K Hold
14,152
– – 0.05% 78
2023
Q3 		$313K Buy
14,152
+50
+0.4% +$1.13K 0.05% 79
2023
Q2 		$325K Buy
14,102
+354
+3% +$8.24K 0.05% 79
2023
Q1 		$322K Sell
13,748
-832
-6% -$19.4K 0.05% 78
2022
Q4 		$333K Sell
14,580
-126
-0.9% -$2.87K 0.06% 77
2022
Q3 		$333K Buy
14,706
+78
+0.5% +$1.86K 0.07% 75
2022
Q2 		$350K Sell
14,628
-400
-3% -$9.68K 0.07% 73
2022
Q1 		$380K Buy
+15,028
New +$390K 0.06% 75

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Alley Investment Management Company's SCHZ Position: Q2 2026 in Review

Alley Investment Management Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 15,324 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #79.

Alley Investment Management Company first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $380K in Q1 2022. 486 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Alley Investment Management Company held 15,324 shares of Schwab US Aggregate Bond ETF worth $354K as of Q2 2026.
  • Alley Investment Management Company bought 550 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Alley Investment Management Company's portfolio in Q2 2026, its #79 holding.
  • Alley Investment Management Company first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Schwab US Aggregate Bond ETF position peaked at $380K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.