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Focus Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Focus Financial Network’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 		$5.35M Buy
231,175
+10,262
+5% +$237K 0.17% 105
2026
Q1 		$5.13M Sell
220,913
-177,924
-45% -$4.16M 0.18% 91
2025
Q4 		$9.32M Buy
398,837
+5,133
+1% +$121K 0.32% 58
2025
Q3 		$9.24M Buy
393,704
+13,245
+3% +$308K 0.33% 61
2025
Q2 		$8.84M Sell
380,459
-13,198
-3% -$303K 0.35% 54
2025
Q1 		$9.12M Buy
393,657
+14,289
+4% +$327K 0.37% 51
2024
Q4 		$8.61M Buy
379,368
+24,316
+7% +$562K 0.34% 49
2024
Q3 		$8.44M Buy
355,052
+11,064
+3% +$259K 0.34% 53
2024
Q2 		$7.95M Buy
343,988
+5,722
+2% +$130K 0.34% 56
2024
Q1 		$7.57M Buy
338,266
+22,956
+7% +$528K 0.37% 53
2023
Q4 		$7.35M Sell
315,310
-101,726
-24% -$2.28M 0.28% 80
2023
Q3 		$9.22M Buy
417,036
+8,904
+2% +$202K 0.52% 40
2023
Q2 		$9.42M Buy
408,132
+8,282
+2% +$193K 0.52% 42
2023
Q1 		$9.38M Buy
+399,850
New +$9.3M 0.58% 35
2020
Q4 		– Sell
-117,118
Closed -$3.28M – 470
2020
Q3 		$3.28M Buy
+117,118
New +$3.3M 0.31% 69
2020
Q2 		– Sell
-102,354
Closed -$2.78M – 415
2020
Q1 		$2.78M Sell
102,354
-3,322
-3% -$89.7K 0.37% 56
2019
Q4 		$2.82M Sell
105,676
-3,154
-3% -$84.5K 0.35% 65
2019
Q3 		$2.93M Buy
108,830
+9,600
+10% +$257K 0.41% 53
2019
Q2 		$2.63M Buy
99,230
+7,572
+8% +$197K 0.39% 55
2019
Q1 		$2.38M Buy
+91,658
New +$2.34M 0.38% 56

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 $103B AUM 28.65% 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

Focus Financial Network's SCHZ Position: Q2 2026 in Review

Focus Financial Network increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q2 2026, buying an estimated $237K and bringing the position to 231,175 shares worth $5.35M. The position accounts for 0.17% of the portfolio, ranked #105.

Focus Financial Network first reported a position in SCHZ in Q1 2019 and has held it in 20 quarters since. The position peaked at $9.42M in Q2 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Focus Financial Network held 231,175 shares of Schwab US Aggregate Bond ETF worth $5.35M as of Q2 2026.
  • Focus Financial Network bought 10,262 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $237K.
  • Schwab US Aggregate Bond ETF made up 0.17% of Focus Financial Network's portfolio in Q2 2026, its #105 holding.
  • Focus Financial Network first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 20 quarters since.
  • Focus Financial Network's Schwab US Aggregate Bond ETF position peaked at $9.42M in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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