Eley Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Eley Financial 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 Q1	$1.63M	Buy	70,110 +322	+0.5%	+$7.54K	0.59%	43
2025 Q4	$1.63M	Buy	69,788 +3,315	+5%	+$77.8K	0.59%	45
2025 Q3	$1.56M	Sell	66,473 -5,636	-8%	-$131K	0.56%	44
2025 Q2	$1.68M	Sell	72,109 -1,773	-2%	-$40.7K	0.64%	42
2025 Q1	$1.71M	Buy	73,882 +357	+0.5%	+$8.18K	0.69%	42
2024 Q4	$1.67M	Buy	73,525 +4,247	+6%	+$98.1K	0.65%	42
2024 Q3	$1.65M	Sell	69,278 -792	-1%	-$18.5K	0.66%	42
2024 Q2	$1.6M	Buy	70,070 +2,358	+3%	+$53.4K	0.68%	42
2024 Q1	$1.56M	Buy	67,712 +2,212	+3%	+$50.9K	0.67%	42
2023 Q4	$1.53M	Sell	65,500 -6,034	-8%	-$135K	0.72%	40
2023 Q3	$1.58M	Buy	71,534 +1,016	+1%	+$23K	0.81%	38
2023 Q2	$1.63M	Buy	70,518 +670	+1%	+$15.6K	0.79%	40
2023 Q1	$1.64M	Sell	69,848 -2,578	-4%	-$60K	0.85%	38
2022 Q4	$1.65M	Buy	+72,426	New	+$1.65M	0.89%	38

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Eley Financial Management's SCHZ Position: Q1 2026 in Review

Eley Financial Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.46% in Q1 2026, buying an estimated $7.54K and bringing the position to 70,110 shares worth $1.63M. The position accounts for 0.59% of the portfolio, ranked #43.

Eley Financial Management first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Eley Financial Management held 70,110 shares of Schwab US Aggregate Bond ETF worth $1.63M as of Q1 2026.
Eley Financial Management bought 322 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $7.54K.
Schwab US Aggregate Bond ETF made up 0.59% of Eley Financial Management's portfolio in Q1 2026, its #43 holding.
Eley Financial Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Eley Financial Management's Schwab US Aggregate Bond ETF position peaked at $1.71M in Q1 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.