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DHJJ Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

DHJJ Financial Advisors’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 		$35.6K Buy
1,540
+9
+0.6% +$208 0.01% 462
2026
Q1 		$35.6K Buy
1,531
+114
+8% +$2.67K 0.01% 456
2025
Q4 		$33.1K Sell
1,417
-57
-4% -$1.34K 0.01% 441
2025
Q3 		$34.6K Sell
1,474
-61
-4% -$1.42K 0.01% 416
2025
Q2 		$35.7K Buy
1,535
+9
+0.6% +$207 0.01% 395
2025
Q1 		$35.3K Sell
1,526
-105
-6% -$2.4K 0.01% 358
2024
Q4 		$37K Buy
1,631
+9
+0.6% +$208 0.01% 346
2024
Q3 		$38.5K Sell
1,622
-280
-15% -$6.56K 0.02% 341
2024
Q2 		$43.3K Buy
1,902
+10
+0.5% +$227 0.02% 294
2024
Q1 		$43.5K Buy
1,892
+6
+0.3% +$138 0.02% 279
2023
Q4 		$44K Buy
1,886
+12
+0.6% +$268 0.02% 263
2023
Q3 		$41.5K Buy
+1,874
New +$42.5K 0.02% 266

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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

DHJJ Financial Advisors's SCHZ Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.59% in Q2 2026, buying an estimated $208 and bringing the position to 1,540 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #462.

DHJJ Financial Advisors first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $44K in Q4 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • DHJJ Financial Advisors held 1,540 shares of Schwab US Aggregate Bond ETF worth $35.6K as of Q2 2026.
  • DHJJ Financial Advisors bought 9 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $208.
  • Schwab US Aggregate Bond ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #462 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $44K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.