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

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 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

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. 149 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.
149 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.