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Atomi Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atomi Financial Group’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 		$202K Sell
8,718
-14
-0.2% -$324 0.01% 1211
2026
Q1 		$203K Buy
+8,732
New +$204K 0.01% 1152
2025
Q3 		– Sell
-14,064
Closed -$327K – 1234
2025
Q2 		$327K Buy
14,064
+2,191
+18% +$50.3K 0.01% 773
2025
Q1 		$275K Buy
11,873
+1,580
+15% +$36.2K 0.01% 818
2024
Q4 		$234K Buy
+10,293
New +$238K 0.01% 842

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

Atomi Financial Group's SCHZ Position: Q2 2026 in Review

Atomi Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.16% in Q2 2026, selling an estimated $324 and leaving 8,718 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1211.

Atomi Financial Group first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $327K in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Atomi Financial Group held 8,718 shares of Schwab US Aggregate Bond ETF worth $202K as of Q2 2026.
  • Atomi Financial Group sold 14 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $324.
  • Schwab US Aggregate Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1211 holding.
  • Atomi Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Atomi Financial Group's Schwab US Aggregate Bond ETF position peaked at $327K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.