Friday Financial
SCHZ icon

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
Q3 		$985K Buy
44,634
+33,121
+288% +$752K 0.19% 58
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

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Friday Financial's SCHZ Position: Q3 2026 in Review

Friday Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 288% in Q3 2026, buying an estimated $752K and bringing the position to 44,634 shares worth $985K. The position accounts for 0.19% of the portfolio, ranked #58.

Friday Financial first reported a position in SCHZ in Q3 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Friday Financial held 44,634 shares of Schwab US Aggregate Bond ETF worth $985K as of Q3 2026.
  • Friday Financial bought 33,121 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $752K.
  • Schwab US Aggregate Bond ETF made up 0.19% of Friday Financial's portfolio in Q3 2026, its #58 holding.
  • Friday Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.