FDx Advisors
SCHZ icon

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

FDx 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
Q3 		$433K Buy
19,607
+62
+0.3% +$1.41K 0.14% 99
2026
Q2 		$452K Sell
19,545
-87
-0.4% -$2.01K 0.14% 99
2026
Q1 		$456K Buy
19,632
+46
+0.2% +$1.08K 0.15% 103
2025
Q4 		$458K Hold
19,586
– – 0.23% 50
2025
Q3 		$461K Buy
19,586
+2,224
+13% +$51.7K 0.14% 98
2025
Q2 		$403K Sell
17,362
-1,001
-5% -$23K 0.12% 104
2025
Q1 		$425K Sell
18,363
-131
-0.7% -$3K 0.14% 98
2024
Q4 		$420K Sell
18,494
-3,326
-15% -$76.8K 0.12% 109
2024
Q3 		$518K Sell
21,820
-662
-3% -$15.5K 0.14% 103
2024
Q2 		$512K Sell
22,482
-1,210
-5% -$27.4K 0.14% 95
2024
Q1 		$545K Sell
23,692
-1,890
-7% -$43.5K 0.08% 197
2023
Q4 		$596K Buy
+25,582
New +$572K 0.05% 350
2018
Q4 		– Sell
-20,876
Closed -$525K – 768
2018
Q3 		$525K Buy
20,876
+948
+5% +$23.9K 0.02% 508
2018
Q2 		$505K Buy
19,928
+2,420
+14% +$61.1K 0.02% 540
2018
Q1 		$447K Buy
+17,508
New +$448K 0.01% 816
2016
Q4 		– Sell
-24,178
Closed -$632K – 1154
2016
Q3 		$632K Sell
24,178
-788
-3% -$21.1K 0.03% 542
2016
Q2 		$671K Buy
24,966
+9,656
+63% +$256K 0.03% 491
2016
Q1 		$404K Buy
+15,310
New +$400K 0.02% 644

Other funds holding SCHZ

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

FDx Advisors's SCHZ Position: Q3 2026 in Review

FDx Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.32% in Q3 2026, buying an estimated $1.41K and bringing the position to 19,607 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #99.

FDx Advisors first reported a position in SCHZ in Q1 2016 and has held it in 18 quarters since. The position peaked at $671K in Q2 2016. 454 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • FDx Advisors held 19,607 shares of Schwab US Aggregate Bond ETF worth $433K as of Q3 2026.
  • FDx Advisors bought 62 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.41K.
  • Schwab US Aggregate Bond ETF made up 0.14% of FDx Advisors's portfolio in Q3 2026, its #99 holding.
  • FDx Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 18 quarters since.
  • FDx Advisors's Schwab US Aggregate Bond ETF position peaked at $671K in Q2 2016.
  • 454 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on FDx Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.