AFP
SCHZ icon

Arnold Financial Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Arnold Financial Planning’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 		$15.9M Buy
686,760
+47,955
+8% +$1.11M 11.85% 2
2026
Q1 		$14.8M Buy
638,805
+74,601
+13% +$1.75M 13.86% 1
2025
Q4 		$13.2M Buy
+564,204
New +$13.2M 13.59% 1

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

Arnold Financial Planning's SCHZ Position: Q2 2026 in Review

Arnold Financial Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.5% in Q2 2026, buying an estimated $1.11M and bringing the position to 686,760 shares worth $15.9M. The position accounts for 11.85% of the portfolio, ranked #2.

Arnold Financial Planning first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Arnold Financial Planning held 686,760 shares of Schwab US Aggregate Bond ETF worth $15.9M as of Q2 2026.
  • Arnold Financial Planning bought 47,955 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.11M.
  • Schwab US Aggregate Bond ETF made up 11.85% of Arnold Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Arnold Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Arnold Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.