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

FFG Retirement 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 		$8.02M Sell
346,738
-48,957
-12% -$1.13M 4.25% 3
2026
Q1 		$9.19M Buy
395,695
+29,768
+8% +$697K 5.35% 2
2025
Q4 		$8.55M Sell
365,927
-3,281
-0.9% -$77K 5.3% 1
2025
Q3 		$8.67M Sell
369,208
-41,822
-10% -$972K 5.38% 1
2025
Q2 		$9.55M Sell
411,030
-181,916
-31% -$4.17M 5.98% 2
2025
Q1 		$13.7M Buy
592,946
+6,258
+1% +$143K 9.35% 1
2024
Q4 		$13.3M Buy
586,688
+15,178
+3% +$351K 8.7% 3
2024
Q3 		$13.6M Buy
571,510
+69,618
+14% +$1.63M 8.84% 2
2024
Q2 		$11.4M Buy
501,892
+13,634
+3% +$309K 7.97% 2
2024
Q1 		$11.2M Buy
+488,258
New +$11.2M 7.91% 2
2023
Q4 		– Sell
-525,536
Closed -$11.6M – 47
2023
Q3 		$11.6M Sell
525,536
-69,792
-12% -$1.58M 9.64% 2
2023
Q2 		$13.7M Buy
595,328
+97,256
+20% +$2.26M 11% 1
2023
Q1 		$11.7M Buy
498,072
+222,578
+81% +$5.18M 10% 1
2022
Q4 		$6.29M Buy
+275,494
New +$6.27M 5.74% 5

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

FFG Retirement Advisors's SCHZ Position: Q2 2026 in Review

FFG Retirement Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, selling an estimated $1.13M and leaving 346,738 shares worth $8.02M. The position accounts for 4.25% of the portfolio, ranked #3.

FFG Retirement Advisors first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q2 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • FFG Retirement Advisors held 346,738 shares of Schwab US Aggregate Bond ETF worth $8.02M as of Q2 2026.
  • FFG Retirement Advisors sold 48,957 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.13M.
  • Schwab US Aggregate Bond ETF made up 4.25% of FFG Retirement Advisors's portfolio in Q2 2026, its #3 holding.
  • FFG Retirement Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • FFG Retirement Advisors's Schwab US Aggregate Bond ETF position peaked at $13.7M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.