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Black Diamond Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Black Diamond Financial’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 		– Sell
-9,332
Closed -$217K – 205
2026
Q1 		$217K Buy
+9,332
New +$218K 0.02% 174
2025
Q4 		– Sell
-8,892
Closed -$209K – 180
2025
Q3 		$209K Buy
8,892
+130
+1% +$3.02K 0.02% 156
2025
Q2 		$204K Buy
+8,762
New +$201K 0.03% 141
2024
Q4 		– Sell
-9,184
Closed -$218K – 155
2024
Q3 		$218K Hold
9,184
– – 0.04% 130
2024
Q2 		$209K Buy
+9,184
New +$208K 0.04% 131
2023
Q2 		– Sell
-8,640
Closed -$203K – 117
2023
Q1 		$203K Sell
8,640
-128
-1% -$2.98K 0.07% 113
2022
Q4 		$200K Buy
+8,768
New +$200K 0.07% 107
2022
Q3 		– Sell
-8,890
Closed -$213K – 111
2022
Q2 		$213K Sell
8,890
-1,360
-13% -$32.9K 0.08% 107
2022
Q1 		$259K Buy
10,250
+134
+1% +$3.48K 0.08% 106
2021
Q4 		$273K Buy
10,116
+376
+4% +$10.2K 0.09% 80
2021
Q3 		$264K Sell
9,740
-2,572
-21% -$70.5K 0.13% 64
2021
Q2 		$336K Buy
12,312
+60
+0.5% +$1.63K 0.13% 60
2021
Q1 		$331K Buy
12,252
+202
+2% +$5.54K 0.14% 56
2020
Q4 		$338K Sell
12,050
-30
-0.2% -$839 0.16% 56
2020
Q3 		$339K Sell
12,080
-98
-0.8% -$2.76K 0.19% 52
2020
Q2 		$342K Sell
12,178
-200
-2% -$5.57K 0.22% 51
2020
Q1 		$336K Buy
12,378
+1,648
+15% +$44.5K 0.26% 50
2019
Q4 		$287K Buy
10,730
+44
+0.4% +$1.18K 0.21% 52
2019
Q3 		$288K Sell
10,686
-160
-1% -$4.28K 0.21% 53
2019
Q2 		$287K Buy
10,846
+374
+4% +$9.73K 0.24% 49
2019
Q1 		$272K Buy
10,472
+254
+2% +$6.48K 0.24% 47
2018
Q4 		$258K Buy
+10,218
New +$255K 0.2% 56

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

Black Diamond Financial's SCHZ Position: Q2 2026 in Review

Black Diamond Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 9,332 shares — an estimated $217K sold.

Black Diamond Financial first reported a position in SCHZ in Q4 2018 and held it in 22 quarters. The position peaked at $342K in Q2 2020. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Black Diamond Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Black Diamond Financial sold 9,332 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $217K.
  • Black Diamond Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 22 quarters.
  • Black Diamond Financial's Schwab US Aggregate Bond ETF position peaked at $342K in Q2 2020.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.