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

Friedenthal 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 		$3.23M Buy
139,626
+1,139
+0.8% +$26.4K 1.49% 19
2026
Q1 		$3.22M Buy
138,487
+1,169
+0.9% +$27.4K 1.61% 18
2025
Q4 		$3.21M Sell
137,318
-27,570
-17% -$647K 1.65% 16
2025
Q3 		$3.87M Sell
164,888
-2,012
-1% -$46.7K 2% 14
2025
Q2 		$3.88M Sell
166,900
-3,103
-2% -$71.2K 2.13% 12
2025
Q1 		$3.94M Sell
170,003
-52,715
-24% -$1.21M 2.35% 11
2024
Q4 		$5.06M Hold
222,718
– – 2.96% 6
2024
Q3 		$5.29M Sell
222,718
-9,306
-4% -$218K 3.1% 6
2024
Q2 		$5.29M Buy
232,024
+2,512
+1% +$56.9K 3.3% 5
2024
Q1 		$5.28M Sell
229,512
-7,746
-3% -$178K 3.25% 6
2023
Q4 		$5.53M Buy
237,258
+236
+0.1% +$5.28K 3.61% 6
2023
Q3 		$5.24M Sell
237,022
-23,142
-9% -$524K 3.56% 5
2023
Q2 		$6M Sell
260,164
-15,638
-6% -$364K 4.01% 3
2023
Q1 		$6.47M Buy
275,802
+23,910
+9% +$556K 4.55% 4
2022
Q4 		$5.75M Sell
251,892
-11,460
-4% -$261K 4% 4
2022
Q3 		$5.97M Sell
263,352
-1,558
-0.6% -$37.1K 4.15% 4
2022
Q2 		$6.34M Sell
264,910
-161,362
-38% -$3.91M 4.17% 6
2022
Q1 		$10.8M Buy
426,272
+26,444
+7% +$687K 6.38% 3
2021
Q4 		$10.8M Buy
399,828
+4,520
+1% +$122K 6.68% 2
2021
Q3 		$10.7M Buy
395,308
+24,590
+7% +$674K 6.34% 2
2021
Q2 		$10.1M Buy
370,718
+48,430
+15% +$1.31M 6.07% 2
2021
Q1 		$8.69M Sell
322,288
-29,150
-8% -$800K 6.4% 2
2020
Q4 		$9.84M Sell
351,438
-30,422
-8% -$851K 7.34% 1
2020
Q3 		$10.7M Sell
381,860
-41,700
-10% -$1.18M 8.59% 1
2020
Q2 		$11.9M Buy
423,560
+466
+0.1% +$13K 10.21% 1
2020
Q1 		$11.5M Sell
423,094
-38,004
-8% -$1.03M 10.92% 1
2019
Q4 		$12.3M Buy
461,098
+10,646
+2% +$285K 9.39% 1
2019
Q3 		$12.1M Buy
+450,452
New +$12M 9.53% 1
2019
Q2 		– Sell
-414,072
Closed -$10.7M – 68
2019
Q1 		$10.7M Sell
414,072
-20,688
-5% -$528K 9.2% 1
2018
Q4 		$11M Buy
434,760
+35,262
+9% +$881K 10.29% 1
2018
Q3 		$10M Buy
399,498
+23,348
+6% +$590K 8.29% 1
2018
Q2 		$9.52M Buy
376,150
+4,558
+1% +$115K 8.21% 1
2018
Q1 		$9.48M Buy
371,592
+28,668
+8% +$733K 8.06% 1
2017
Q4 		$8.92M Buy
342,924
+18,940
+6% +$494K 7.86% 1
2017
Q3 		$8.48M Buy
323,984
+4,490
+1% +$118K 7.63% 1
2017
Q2 		$8.35M Sell
319,494
-510
-0.2% -$13.3K 7.75% 2
2017
Q1 		$8.29M Buy
320,004
+25,146
+9% +$649K 7.69% 2
2016
Q4 		$7.59M Buy
294,858
+24,534
+9% +$642K 6.94% 2
2016
Q3 		$7.25M Buy
270,324
+14,618
+6% +$392K 6.33% 2
2016
Q2 		$6.87M Buy
255,706
+102,246
+67% +$2.71M 5.92% 5
2016
Q1 		$3.95M Hold
153,460
– – 3.62% 9
2015
Q4 		$3.95M Buy
153,460
+33,858
+28% +$877K 3.58% 9
2015
Q3 		$3.12M Buy
119,602
+60,652
+103% +$1.57M 2.8% 7
2015
Q2 		$1.52M Buy
58,950
+1,824
+3% +$47.7K 1.32% 15
2015
Q1 		$1.51M Buy
57,126
+866
+2% +$22.8K 1.28% 15
2014
Q4 		$1.47M Buy
56,260
+34,520
+159% +$901K 1.25% 16
2014
Q3 		$563K Buy
21,740
+412
+2% +$10.7K 0.48% 28
2014
Q2 		$553K Buy
21,328
+968
+5% +$24.9K 0.45% 28
2014
Q1 		$521K Buy
20,360
+6,472
+47% +$165K 0.44% 25
2013
Q4 		$349K Buy
+13,888
New +$353K 0.32% 26

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
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
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

Friedenthal Financial's SCHZ Position: Q2 2026 in Review

Friedenthal Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.82% in Q2 2026, buying an estimated $26.4K and bringing the position to 139,626 shares worth $3.23M. The position accounts for 1.49% of the portfolio, ranked #19.

Friedenthal Financial first reported a position in SCHZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $12.3M in Q4 2019. 172 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Friedenthal Financial held 139,626 shares of Schwab US Aggregate Bond ETF worth $3.23M as of Q2 2026.
  • Friedenthal Financial bought 1,139 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $26.4K.
  • Schwab US Aggregate Bond ETF made up 1.49% of Friedenthal Financial's portfolio in Q2 2026, its #19 holding.
  • Friedenthal Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Friedenthal Financial's Schwab US Aggregate Bond ETF position peaked at $12.3M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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