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 Q3	$4.72M	Buy	213,595 +2,200	+1%	+$50K	1.16%	26
2026 Q2	$4.89M	Buy	211,395 +7,418	+4%	+$172K	1.23%	27
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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Fischer Financial Services's SCHZ Position: Q3 2026 in Review

Fischer Financial Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q3 2026, buying an estimated $50K and bringing the position to 213,595 shares worth $4.72M. The position accounts for 1.16% of the portfolio, ranked #26.

Fischer Financial Services first reported a position in SCHZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.89M in Q2 2026. 368 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Fischer Financial Services held 213,595 shares of Schwab US Aggregate Bond ETF worth $4.72M as of Q3 2026.
Fischer Financial Services bought 2,200 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $50K.
Schwab US Aggregate Bond ETF made up 1.16% of Fischer Financial Services's portfolio in Q3 2026, its #26 holding.
Fischer Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Schwab US Aggregate Bond ETF position peaked at $4.89M in Q2 2026.
368 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.