BFA
SCHZ icon

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
Q2 		$1.65M Buy
71,200
+4,553
+7% +$105K 0.32% 71
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 $1.81T 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 $104B AUM 28.3% 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

Beacon Financial Advisory's SCHZ Position: Q2 2026 in Review

Beacon Financial Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.8% in Q2 2026, buying an estimated $105K and bringing the position to 71,200 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #71.

Beacon Financial Advisory first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Beacon Financial Advisory held 71,200 shares of Schwab US Aggregate Bond ETF worth $1.65M as of Q2 2026.
  • Beacon Financial Advisory bought 4,553 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $105K.
  • Schwab US Aggregate Bond ETF made up 0.32% of Beacon Financial Advisory's portfolio in Q2 2026, its #71 holding.
  • Beacon Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.