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Beacon Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.55M Buy
66,647
+6,574
+11% +$154K 0.35% 62
2025
Q4 		$1.4M Buy
60,073
+673
+1% +$15.8K 0.33% 72
2025
Q3 		$1.39M Buy
59,400
+1,475
+3% +$34.3K 0.32% 76
2025
Q2 		$1.35M Buy
57,925
+4,687
+9% +$108K 0.35% 68
2025
Q1 		$1.23M Buy
53,238
+6,344
+14% +$145K 0.37% 66
2024
Q4 		$1.06M Buy
46,894
+7,088
+18% +$164K 0.35% 76
2024
Q3 		$946K Buy
39,806
+406
+1% +$9.51K 0.32% 86
2024
Q2 		$898K Buy
39,400
+5,872
+18% +$133K 0.34% 85
2024
Q1 		$771K Buy
33,528
+430
+1% +$9.89K 0.37% 82
2023
Q4 		$772K Sell
33,098
-7,902
-19% -$177K 0.37% 80
2023
Q3 		$907K Buy
41,000
+6,104
+17% +$138K 0.5% 60
2023
Q2 		$805K Buy
34,896
+1,440
+4% +$33.5K 0.46% 66
2023
Q1 		$785K Buy
33,456
+10,328
+45% +$240K 0.5% 59
2022
Q4 		$528K Sell
23,128
-412
-2% -$9.38K 0.38% 86
2022
Q3 		$533K Buy
23,540
+986
+4% +$23.5K 0.38% 87
2022
Q2 		$540K Sell
22,554
-2,228
-9% -$53.9K 0.31% 111
2022
Q1 		$627K Buy
+24,782
New +$644K 0.3% 102

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's SCHZ Position: Q1 2026 in Review

Beacon Financial Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q1 2026, buying an estimated $154K and bringing the position to 66,647 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #62.

Beacon Financial Advisory first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Beacon Financial Advisory held 66,647 shares of Schwab US Aggregate Bond ETF worth $1.55M as of Q1 2026.
  • Beacon Financial Advisory bought 6,574 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $154K.
  • Schwab US Aggregate Bond ETF made up 0.35% of Beacon Financial Advisory's portfolio in Q1 2026, its #62 holding.
  • Beacon Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.