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Bond & Devick Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bond & Devick Financial Network’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 		$20.3M Buy
879,141
+35,462
+4% +$821K 5.01% 4
2026
Q1 		$19.6M Buy
843,679
+20,683
+3% +$484K 5.47% 4
2025
Q4 		$19.2M Buy
822,996
+76,480
+10% +$1.8M 5.42% 4
2025
Q3 		$17.5M Buy
746,516
+79,981
+12% +$1.86M 5.27% 4
2025
Q2 		$15.5M Buy
666,535
+26,124
+4% +$599K 5.15% 4
2025
Q1 		$14.8M Buy
640,411
+366,361
+134% +$8.39M 5.38% 4
2024
Q4 		$13M Sell
274,050
-274,050
-50% -$6.33M 5.57% 4
2024
Q3 		$13M Buy
548,100
+34,548
+7% +$809K 5.57% 4
2024
Q2 		$11.7M Buy
513,552
+32,312
+7% +$732K 6.27% 2
2024
Q1 		$11.1M Buy
481,240
+12,394
+3% +$285K 6% 3
2023
Q4 		$10.9M Buy
468,846
+16,714
+4% +$374K 6.22% 3
2023
Q3 		$10M Sell
452,132
-5,084
-1% -$115K 6.43% 2
2023
Q2 		$10.6M Buy
457,216
+30,964
+7% +$720K 6.55% 3
2023
Q1 		$10M Buy
426,252
+57,594
+16% +$1.34M 6.38% 3
2022
Q4 		$8.41M Buy
368,658
+700
+0.2% +$15.9K 6% 3
2022
Q3 		$8.34M Buy
367,958
+26,200
+8% +$624K 6.89% 2
2022
Q2 		$8.18M Buy
341,758
+116,086
+51% +$2.81M 7.15% 2
2022
Q1 		$5.71M Buy
225,672
+9,186
+4% +$239K 4.56% 6
2021
Q4 		$5.83M Buy
216,486
+6,682
+3% +$181K 4.38% 6
2021
Q3 		$5.69M Buy
209,804
+4,054
+2% +$111K 4.73% 5
2021
Q2 		$5.62M Buy
205,750
+9,954
+5% +$270K 4.63% 5
2021
Q1 		$5.28M Buy
195,796
+25,996
+15% +$714K 4.89% 5
2020
Q4 		$4.76M Buy
+169,800
New +$4.75M 5.43% 3

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

Bond & Devick Financial Network's SCHZ Position: Q2 2026 in Review

Bond & Devick Financial Network increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.2% in Q2 2026, buying an estimated $821K and bringing the position to 879,141 shares worth $20.3M. The position accounts for 5.01% of the portfolio, ranked #4.

Bond & Devick Financial Network first reported a position in SCHZ in Q4 2020 and has held it in 23 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Bond & Devick Financial Network held 879,141 shares of Schwab US Aggregate Bond ETF worth $20.3M as of Q2 2026.
  • Bond & Devick Financial Network bought 35,462 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $821K.
  • Schwab US Aggregate Bond ETF made up 5.01% of Bond & Devick Financial Network's portfolio in Q2 2026, its #4 holding.
  • Bond & Devick Financial Network first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.