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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
Q2 		$1.76M Buy
75,995
+5,885
+8% +$136K 0.57% 42
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
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

Eley Financial Management's SCHZ Position: Q2 2026 in Review

Eley Financial Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.4% in Q2 2026, buying an estimated $136K and bringing the position to 75,995 shares worth $1.76M. The position accounts for 0.57% of the portfolio, ranked #42.

Eley Financial Management first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Eley Financial Management held 75,995 shares of Schwab US Aggregate Bond ETF worth $1.76M as of Q2 2026.
  • Eley Financial Management bought 5,885 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Aggregate Bond ETF made up 0.57% of Eley Financial Management's portfolio in Q2 2026, its #42 holding.
  • Eley Financial Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.