Bullock Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bullock Wealth Management’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	$99.8K	Buy	4,332 +684	+19%	+$15.8K	0.04%	223
2026 Q1	$84.5K	Buy	3,648 +19	+0.5%	+$445	0.04%	229
2025 Q4	$84.8K	Sell	3,629 -156	-4%	-$3.66K	0.04%	218
2025 Q3	$88.8K	Buy	3,785 +1,416	+60%	+$32.9K	0.04%	217
2025 Q2	$54.8K	Sell	2,369 -2,282	-49%	-$52.4K	0.03%	236
2025 Q1	$108K	Sell	4,651 -19	-0.4%	-$435	0.06%	193
2024 Q4	$106K	Buy	4,670 +40	+0.9%	+$924	0.06%	196
2024 Q3	$110K	Buy	4,630 +36	+0.8%	+$843	0.07%	185
2024 Q2	$104K	Buy	4,594 +36	+0.8%	+$816	0.07%	181
2024 Q1	$104K	Buy	+4,558	New	+$105K	0.07%	184

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Bullock Wealth Management's SCHZ Position: Q2 2026 in Review

Bullock Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,332 shares worth $99.8K. The position accounts for 0.04% of the portfolio, ranked #223.

Bullock Wealth Management first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $110K in Q3 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Bullock Wealth Management held 4,332 shares of Schwab US Aggregate Bond ETF worth $99.8K as of Q2 2026.
Bullock Wealth Management bought 684 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $15.8K.
Schwab US Aggregate Bond ETF made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #223 holding.
Bullock Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Schwab US Aggregate Bond ETF position peaked at $110K in Q3 2024.
673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.