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Ethos Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ethos Financial 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 		– Sell
-13,104
Closed -$304K – 686
2026
Q1 		$304K Buy
13,104
+1,298
+11% +$30.4K 0.02% 402
2025
Q4 		$276K Sell
11,806
-6,847
-37% -$161K 0.02% 407
2025
Q3 		$438K Sell
18,653
-7,025
-27% -$163K 0.03% 291
2025
Q2 		$597K Sell
25,678
-7,155
-22% -$164K 0.05% 241
2025
Q1 		$746K Buy
32,833
+1,324
+4% +$30.3K 0.07% 181
2024
Q4 		$715K Sell
31,509
-363,989
-92% -$8.41M 0.09% 125
2024
Q3 		$9.4M Buy
395,498
+16,998
+4% +$398K 1.55% 19
2024
Q2 		$8.63M Buy
378,500
+17,848
+5% +$404K 1.52% 21
2024
Q1 		$8.29M Buy
360,652
+26,532
+8% +$610K 1.57% 20
2023
Q4 		$7.79M Buy
+334,120
New +$7.47M 1.66% 18

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

Ethos Financial Group's SCHZ Position: Q2 2026 in Review

Ethos Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 13,104 shares — an estimated $304K sold.

Ethos Financial Group first reported a position in SCHZ in Q4 2023 and held it in 10 quarters. The position peaked at $9.4M in Q3 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Ethos Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 13,104 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $304K.
  • Ethos Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Ethos Financial Group's Schwab US Aggregate Bond ETF position peaked at $9.4M in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.