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Csenge Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Csenge 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 		$2.32M Buy
100,170
+65
+0.1% +$1.5K 0.09% 190
2026
Q1 		$2.32M Buy
100,105
+30,785
+44% +$720K 0.11% 166
2025
Q4 		$1.62M Sell
69,320
-3,136
-4% -$73.6K 0.07% 219
2025
Q3 		$1.7M Buy
72,456
+5,787
+9% +$134K 0.08% 195
2025
Q2 		$1.53M Buy
66,669
+2,636
+4% +$60.5K 0.08% 198
2025
Q1 		$1.47M Sell
64,033
-1,162
-2% -$26.6K 0.08% 192
2024
Q4 		$1.48M Sell
65,195
-110,833
-63% -$2.56M 0.08% 201
2024
Q3 		$2.06M Buy
176,028
+120,286
+216% +$2.82M 0.11% 151
2024
Q2 		$1.27M Sell
55,742
-17,620
-24% -$399K 0.07% 205
2024
Q1 		$1.69M Buy
73,362
+11,004
+18% +$253K 0.09% 170
2023
Q4 		$1.45M Buy
62,358
+35,110
+129% +$785K 0.09% 182
2023
Q3 		$603K Buy
27,248
+2,092
+8% +$47.4K 0.04% 328
2023
Q2 		$581K Buy
25,156
+8,690
+53% +$202K 0.04% 332
2023
Q1 		$386K Buy
+16,466
New +$383K 0.03% 412
2022
Q4 		– Sell
-8,936
Closed -$202K – 652
2022
Q3 		$202K Buy
+8,936
New +$213K 0.02% 562

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

Csenge Advisory Group's SCHZ Position: Q2 2026 in Review

Csenge Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.06% in Q2 2026, buying an estimated $1.5K and bringing the position to 100,170 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #190.

Csenge Advisory Group first reported a position in SCHZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Csenge Advisory Group held 100,170 shares of Schwab US Aggregate Bond ETF worth $2.32M as of Q2 2026.
  • Csenge Advisory Group bought 65 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.5K.
  • Schwab US Aggregate Bond ETF made up 0.09% of Csenge Advisory Group's portfolio in Q2 2026, its #190 holding.
  • Csenge Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Csenge Advisory Group's Schwab US Aggregate Bond ETF position peaked at $2.32M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.