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Farther Finance Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Farther Finance 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 		$7.11M Buy
307,187
+93,336
+44% +$2.16M 0.06% 302
2026
Q1 		$4.95M Buy
213,851
+38,043
+22% +$890K 0.05% 350
2025
Q4 		$4.11M Buy
175,808
+37,496
+27% +$880K 0.04% 359
2025
Q3 		$3.25M Buy
138,312
+107,357
+347% +$2.49M 0.05% 317
2025
Q2 		$719K Sell
30,955
-13,112
-30% -$301K 0.01% 736
2025
Q1 		$1.02M Sell
44,067
-2,162
-5% -$49.5K 0.03% 492
2024
Q4 		$1.05M Buy
46,229
+117
+0.3% +$2.7K 0.04% 358
2024
Q3 		$1.1M Buy
46,112
+4,088
+10% +$95.7K 0.04% 323
2024
Q2 		$950K Sell
42,024
-6,188
-13% -$140K 0.05% 314
2024
Q1 		$1.1M Sell
48,212
-17,646
-27% -$406K 0.07% 233
2023
Q4 		$1.54M Buy
65,858
+25,150
+62% +$563K 0.11% 170
2023
Q3 		$900K Buy
40,708
+352
+0.9% +$7.98K 0.14% 128
2023
Q2 		$931K Buy
40,356
+3,784
+10% +$88K 0.2% 94
2023
Q1 		$858K Sell
36,572
-7,736
-17% -$180K 0.25% 82
2022
Q4 		$1.01M Buy
+44,308
New +$1.01M 0.39% 46

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

Farther Finance Advisors's SCHZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 44% in Q2 2026, buying an estimated $2.16M and bringing the position to 307,187 shares worth $7.11M. The position accounts for 0.06% of the portfolio, ranked #302.

Farther Finance Advisors first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Farther Finance Advisors held 307,187 shares of Schwab US Aggregate Bond ETF worth $7.11M as of Q2 2026.
  • Farther Finance Advisors bought 93,336 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.16M.
  • Schwab US Aggregate Bond ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #302 holding.
  • Farther Finance Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.