Birchbrook
SCHZ icon

Birchbrook’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Birchbrook’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
Q3 		$2.95K Buy
133
+1
+0.8% +$23 ﹤0.01% 244
2026
Q2 		$3.05K Buy
132
+1
+0.8% +$23 ﹤0.01% 256
2026
Q1 		$3.03K Buy
131
+1
+0.8% +$23 ﹤0.01% 247
2025
Q4 		$3.03K Buy
130
+2
+2% +$47 ﹤0.01% 253
2025
Q3 		$3K Hold
128
– – ﹤0.01% 229
2025
Q2 		$2.98K Buy
+128
New +$2.94K ﹤0.01% 232

Other funds holding SCHZ

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Birchbrook's SCHZ Position: Q3 2026 in Review

Birchbrook increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.76% in Q3 2026, buying an estimated $23 and bringing the position to 133 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Birchbrook first reported a position in SCHZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.05K in Q2 2026. 318 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Birchbrook held 133 shares of Schwab US Aggregate Bond ETF worth $2.95K as of Q3 2026.
  • Birchbrook bought 1 Schwab US Aggregate Bond ETF share in Q3 2026, an estimated $23.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #244 holding.
  • Birchbrook first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Birchbrook's Schwab US Aggregate Bond ETF position peaked at $3.05K in Q2 2026.
  • 318 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.