Client 1st Advisory Group
SCHZ icon

Client 1st Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Client 1st Advisory 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
Q3 		$8.53M Buy
386,133
+21,124
+6% +$480K 2.18% 13
2026
Q2 		$8.44M Buy
365,009
+13,999
+4% +$324K 2.2% 13
2026
Q1 		$8.15M Buy
351,010
+9,033
+3% +$211K 2.48% 11
2025
Q4 		$7.99M Buy
341,977
+30,727
+10% +$722K 2.5% 10
2025
Q3 		$7.31M Buy
311,250
+14,799
+5% +$344K 2.42% 10
2025
Q2 		$6.89M Buy
296,451
+9,203
+3% +$211K 2.5% 10
2025
Q1 		$6.65M Sell
287,248
-14,823
-5% -$340K 2.59% 9
2024
Q4 		$6.86M Buy
302,071
+34,229
+13% +$791K 2.64% 8
2024
Q3 		$6.36M Buy
267,842
+22,892
+9% +$536K 2.53% 9
2024
Q2 		$5.58M Sell
244,950
-17,022
-6% -$386K 2.4% 9
2024
Q1 		$6.03M Buy
261,972
+3,492
+1% +$80.3K 2.71% 7
2023
Q4 		$6.03M Sell
258,480
-109,882
-30% -$2.46M 2.92% 7
2023
Q3 		$8.15M Sell
368,362
-63,772
-15% -$1.45M 4.31% 4
2023
Q2 		$10M Sell
432,134
-9,804
-2% -$228K 5.25% 3
2023
Q1 		$10.4M Buy
441,938
+77,692
+21% +$1.81M 5.62% 3
2022
Q4 		$8.31M Buy
364,246
+11,336
+3% +$258K 4.86% 5
2022
Q3 		$8M Buy
352,910
+3,672
+1% +$87.4K 4.97% 4
2022
Q2 		$8.36M Buy
349,238
+181,290
+108% +$4.39M 4.97% 5
2022
Q1 		$4.25M Buy
+167,948
New +$4.36M 2.08% 14

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
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Client 1st Advisory Group's SCHZ Position: Q3 2026 in Review

Client 1st Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.8% in Q3 2026, buying an estimated $480K and bringing the position to 386,133 shares worth $8.53M. The position accounts for 2.18% of the portfolio, ranked #13.

Client 1st Advisory Group first reported a position in SCHZ in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.4M in Q1 2023. 200 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Client 1st Advisory Group held 386,133 shares of Schwab US Aggregate Bond ETF worth $8.53M as of Q3 2026.
  • Client 1st Advisory Group bought 21,124 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $480K.
  • Schwab US Aggregate Bond ETF made up 2.18% of Client 1st Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Client 1st Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Client 1st Advisory Group's Schwab US Aggregate Bond ETF position peaked at $10.4M in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.