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 Q3	$25.4K	Sell	1,150 -414	-26%	-$9.4K	﹤0.01%	395
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	$3.64M	Buy	+144,090	New	+$3.6M	2.27%	6

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Financial Management Professionals's SCHZ Position: Q3 2026 in Review

Financial Management Professionals reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 26% in Q3 2026, selling an estimated $9.4K and leaving 1,150 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Financial Management Professionals first reported a position in SCHZ in Q4 2018 and has held it in 32 quarters since. The position peaked at $28.7M in Q3 2020. 602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Financial Management Professionals held 1,150 shares of Schwab US Aggregate Bond ETF worth $25.4K as of Q3 2026.
Financial Management Professionals sold 414 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $9.4K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #395 holding.
Financial Management Professionals first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 32 quarters since.
Financial Management Professionals's Schwab US Aggregate Bond ETF position peaked at $28.7M in Q3 2020.
602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.