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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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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. 149 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.
  • 149 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.