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

Beacon 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 		$454K Buy
19,625
+333
+2% +$7.71K 0.04% 258
2026
Q1 		$448K Buy
19,292
+95
+0.5% +$2.22K 0.04% 243
2025
Q4 		$449K Sell
19,197
-5,470
-22% -$128K 0.04% 237
2025
Q3 		$579K Sell
24,667
-7,352
-23% -$171K 0.06% 216
2025
Q2 		$744K Sell
32,019
-929
-3% -$21.3K 0.08% 190
2025
Q1 		$763K Sell
32,948
-4,683
-12% -$107K 0.08% 180
2024
Q4 		$854K Buy
37,631
+15
+0% +$347 0.09% 173
2024
Q3 		$894K Sell
37,616
-238
-0.6% -$5.57K 0.1% 170
2024
Q2 		$863K Buy
37,854
+2,022
+6% +$45.8K 0.1% 168
2024
Q1 		$824K Sell
35,832
-4,106
-10% -$94.4K 0.09% 173
2023
Q4 		$931K Buy
+39,938
New +$893K 0.11% 156

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

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

Beacon Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q2 2026, buying an estimated $7.71K and bringing the position to 19,625 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #258.

Beacon Financial Group first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $931K in Q4 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Beacon Financial Group held 19,625 shares of Schwab US Aggregate Bond ETF worth $454K as of Q2 2026.
  • Beacon Financial Group bought 333 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $7.71K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #258 holding.
  • Beacon Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's Schwab US Aggregate Bond ETF position peaked at $931K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.