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

Financial Gravity Companies’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
2025
Q2 		$8.74K Buy
+376
New +$8.63K ﹤0.01% 604
2024
Q4 		$8.54K Buy
+376
New +$8.69K ﹤0.01% 596

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Financial Gravity Companies's SCHZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025: 376 shares worth $8.74K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHZ in Q4 2024 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Financial Gravity Companies held 376 shares of Schwab US Aggregate Bond ETF worth $8.74K as of Q2 2025.
  • Schwab US Aggregate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #604 holding.
  • Financial Gravity Companies first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.