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

Fischer Financial Services’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 Q1	$4.74M	Buy	203,977 +3,710	+2%	+$86.8K	1.59%	23
2025 Q4	$4.68M	Buy	200,267 +9,037	+5%	+$212K	1.24%	27
2025 Q3	$4.49M	Buy	191,230 +12,465	+7%	+$290K	1.21%	25
2025 Q2	$4.13M	Buy	178,765 +17,550	+11%	+$403K	1.22%	25
2025 Q1	$3.73M	Buy	161,215 +70,060	+77%	+$1.6M	1.2%	26
2024 Q4	$2.07M	Buy	+91,155	New	+$2.11M	0.65%	32

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 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 $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fischer Financial Services's SCHZ Position: Q1 2026 in Review

Fischer Financial Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q1 2026, buying an estimated $86.8K and bringing the position to 203,977 shares worth $4.74M. The position accounts for 1.59% of the portfolio, ranked #23.

Fischer Financial Services first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Fischer Financial Services held 203,977 shares of Schwab US Aggregate Bond ETF worth $4.74M as of Q1 2026.
Fischer Financial Services bought 3,710 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $86.8K.
Schwab US Aggregate Bond ETF made up 1.59% of Fischer Financial Services's portfolio in Q1 2026, its #23 holding.
Fischer Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.