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

Friday Financial’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 		$264K Buy
+11,513
New +$266K 0.07% 95
2025
Q4 		– Sell
-21,251
Closed -$499K – 94
2025
Q3 		$499K Buy
+21,251
New +$494K 0.21% 53

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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

Friday Financial's SCHZ Position: Q2 2026 in Review

Friday Financial opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 11,513 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings. This is a return to the name: Friday Financial previously reported a position in SCHZ as recently as Q3 2025.

Friday Financial first reported a position in SCHZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $499K in Q3 2025. 202 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Friday Financial held 11,513 shares of Schwab US Aggregate Bond ETF worth $264K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Friday Financial position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.07% of Friday Financial's portfolio in Q2 2026, its #95 holding.
  • Friday Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Friday Financial's Schwab US Aggregate Bond ETF position peaked at $499K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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