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Atwood & Palmer’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atwood & Palmer’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 		$995 Buy
+43
New +$995 ﹤0.01% 454

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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Atwood & Palmer's SCHZ Position: Q2 2026 in Review

Atwood & Palmer opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 43 shares worth $995. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Atwood & Palmer held 43 shares of Schwab US Aggregate Bond ETF worth $995 as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Atwood & Palmer position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #454 holding.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.