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Barrett & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Barrett & 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 		$8.74K Buy
378
+240
+174% +$5.55K ﹤0.01% 501
2026
Q1 		$3.2K Hold
138
– – ﹤0.01% 551
2025
Q4 		$3.23K Hold
138
– – ﹤0.01% 559
2025
Q3 		$3.24K Hold
138
– – ﹤0.01% 553
2025
Q2 		$3.21K Hold
138
– – ﹤0.01% 557
2025
Q1 		$3.2K Hold
138
– – ﹤0.01% 525
2024
Q4 		$3.13K Hold
138
– – ﹤0.01% 528
2024
Q3 		$3.28K Hold
138
– – ﹤0.01% 511
2024
Q2 		$3.15K Hold
138
– – ﹤0.01% 519
2024
Q1 		$3.17K Hold
138
– – ﹤0.01% 521
2023
Q4 		$3.22K Hold
138
– – ﹤0.01% 509
2023
Q3 		$3.05K Hold
138
– – ﹤0.01% 516
2023
Q2 		$3.19K Hold
138
– – ﹤0.01% 501
2023
Q1 		$3.24K Hold
138
– – ﹤0.01% 474
2022
Q4 		$3.15K Hold
138
– – ﹤0.01% 480
2022
Q3 		$3.15K Buy
+138
New +$3.29K ﹤0.01% 480

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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Barrett & Company's SCHZ Position: Q2 2026 in Review

Barrett & Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 174% in Q2 2026, buying an estimated $5.55K and bringing the position to 378 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Barrett & Company first reported a position in SCHZ in Q3 2022 and has held it in 16 quarters since. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Barrett & Company held 378 shares of Schwab US Aggregate Bond ETF worth $8.74K as of Q2 2026.
  • Barrett & Company bought 240 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.55K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #501 holding.
  • Barrett & Company first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.