FD
SCHZ icon

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

Financial Designs’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 		$2.58M Buy
116,711
+5,124
+5% +$116K 1.33% 13
2026
Q2 		$2.58M Sell
111,587
-3,382
-3% -$78.3K 1.38% 13
2026
Q1 		$2.67M Sell
114,969
-140
-0.1% -$3.28K 1.49% 14
2025
Q4 		$2.69M Buy
115,109
+6,832
+6% +$160K 1.52% 14
2025
Q3 		$2.55M Sell
108,277
-3,351
-3% -$77.8K 1.48% 15
2025
Q2 		$2.59M Sell
111,628
-944
-0.8% -$21.7K 1.59% 14
2025
Q1 		$2.61M Buy
112,572
+1,919
+2% +$44K 1.82% 13
2024
Q4 		$2.51M Buy
110,653
+7,347
+7% +$170K 1.65% 14
2024
Q3 		$2.45M Sell
103,306
-438
-0.4% -$10.3K 1.58% 15
2024
Q2 		$2.36M Sell
103,744
-374
-0.4% -$8.48K 1.63% 15
2024
Q1 		$2.39M Buy
+104,118
New +$2.39M 1.58% 15
2023
Q4 		– Sell
-190,802
Closed -$4.22M – 25
2023
Q3 		$4.22M Sell
190,802
-9,880
-5% -$224K 3.18% 10
2023
Q2 		$4.63M Sell
200,682
-5,336
-3% -$124K 3.38% 10
2023
Q1 		$4.83M Sell
206,018
-4,778
-2% -$111K 3.61% 9
2022
Q4 		$4.81M Buy
+210,796
New +$4.8M 3.62% 9

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Financial Designs's SCHZ Position: Q3 2026 in Review

Financial Designs increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q3 2026, buying an estimated $116K and bringing the position to 116,711 shares worth $2.58M. The position accounts for 1.33% of the portfolio, ranked #13.

Financial Designs first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.83M in Q1 2023. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Financial Designs held 116,711 shares of Schwab US Aggregate Bond ETF worth $2.58M as of Q3 2026.
  • Financial Designs bought 5,124 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $116K.
  • Schwab US Aggregate Bond ETF made up 1.33% of Financial Designs's portfolio in Q3 2026, its #13 holding.
  • Financial Designs first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Designs's Schwab US Aggregate Bond ETF position peaked at $4.83M in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.