FMP
SCHZ icon

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

Financial Management Professionals’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 		$36.2K Hold
1,564
– – ﹤0.01% 327
2026
Q1 		$36.3K Hold
1,564
– – ﹤0.01% 295
2025
Q4 		$36.6K Hold
1,564
– – ﹤0.01% 289
2025
Q3 		$36.7K Hold
1,564
– – ﹤0.01% 289
2025
Q2 		$36.3K Hold
1,564
– – ﹤0.01% 295
2025
Q1 		$36.2K Hold
1,564
– – ﹤0.01% 308
2024
Q4 		$35.5K Hold
1,564
– – ﹤0.01% 315
2024
Q3 		$37K Hold
1,564
– – ﹤0.01% 306
2024
Q2 		$36K Hold
1,564
– – ﹤0.01% 305
2024
Q1 		$36K Sell
1,564
-4
-0.3% -$92 0.01% 332
2023
Q4 		$37K Buy
1,568
+1,150
+275% +$25.7K 0.01% 297
2023
Q3 		$9K Hold
418
– – ﹤0.01% 511
2023
Q2 		$10K Hold
418
– – ﹤0.01% 539
2023
Q1 		$10K Hold
418
– – ﹤0.01% 568
2022
Q4 		$10K Hold
418
– – ﹤0.01% 511
2022
Q3 		$9K Hold
418
– – ﹤0.01% 513
2022
Q2 		$10K Hold
418
– – ﹤0.01% 509
2022
Q1 		$11K Hold
418
– – ﹤0.01% 510
2021
Q4 		$11K Hold
418
– – ﹤0.01% 470
2021
Q3 		$11K Sell
418
-48
-10% -$1.32K ﹤0.01% 462
2021
Q2 		$13K Sell
466
-1,160
-71% -$31.5K ﹤0.01% 358
2021
Q1 		$44K Sell
1,626
-893,654
-100% -$24.5M 0.01% 228
2020
Q4 		$25.1M Sell
895,280
-128,260
-13% -$3.59M 7.03% 4
2020
Q3 		$28.7M Buy
1,023,540
+79,242
+8% +$2.23M 10.24% 3
2020
Q2 		$26.6M Buy
944,298
+136,586
+17% +$3.8M 9.16% 4
2020
Q1 		$21.9M Buy
807,712
+229,096
+40% +$6.19M 9.29% 4
2019
Q4 		$15.5M Buy
578,616
+5,668
+1% +$152K 5.12% 8
2019
Q3 		$15.4M Buy
572,948
+23,374
+4% +$625K 5.69% 6
2019
Q2 		$14.6M Buy
549,574
+395,874
+258% +$10.3M 5.4% 6
2019
Q1 		$3.99M Buy
153,700
+9,610
+7% +$245K 1.6% 11
2018
Q4 		$3.65M Buy
+144,090
New +$3.6M 2.27% 6

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

Financial Management Professionals's SCHZ Position: Q2 2026 in Review

Financial Management Professionals held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,564 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Financial Management Professionals first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.7M in Q3 2020. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Financial Management Professionals held 1,564 shares of Schwab US Aggregate Bond ETF worth $36.2K as of Q2 2026.
  • Financial Management Professionals left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #327 holding.
  • Financial Management Professionals first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Management Professionals's Schwab US Aggregate Bond ETF position peaked at $28.7M in Q3 2020.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.