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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
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 		$9.97M 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

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

Client 1st Advisory Group's SCHZ Position: Q2 2026 in Review

Client 1st Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4% in Q2 2026, buying an estimated $324K and bringing the position to 365,009 shares worth $8.44M. The position accounts for 2.2% of the portfolio, ranked #13.

Client 1st Advisory Group first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.4M in Q1 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Client 1st Advisory Group held 365,009 shares of Schwab US Aggregate Bond ETF worth $8.44M as of Q2 2026.
  • Client 1st Advisory Group bought 13,999 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $324K.
  • Schwab US Aggregate Bond ETF made up 2.2% of Client 1st Advisory Group's portfolio in Q2 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 18 quarters since.
  • Client 1st Advisory Group's Schwab US Aggregate Bond ETF position peaked at $10.4M in Q1 2023.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.