GK Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GK Wealth Management’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	$1.2M	Buy	+51,837	New	+$1.2M	0.63%	34
2026 Q1	–	Sell	-52,372	Closed	-$1.22M	–	167
2025 Q4	$1.22M	Buy	52,372 +3,640	+7%	+$85.5K	0.81%	27
2025 Q3	$1.14M	Buy	48,732 +1,737	+4%	+$40.4K	0.84%	26
2025 Q2	$1.09M	Buy	46,995 +21,016	+81%	+$482K	0.98%	26
2025 Q1	$602K	Buy	25,979 +3,949	+18%	+$90.5K	0.69%	38
2024 Q4	$500K	Buy	+22,030	New	+$509K	0.63%	39

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 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

GK Wealth Management's SCHZ Position: Q2 2026 in Review

GK Wealth Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 51,837 shares worth $1.2M. The stake represents 0.63% of the portfolio and ranks #34 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SCHZ as recently as Q4 2025.

GK Wealth Management first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 205 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

GK Wealth Management held 51,837 shares of Schwab US Aggregate Bond ETF worth $1.2M as of Q2 2026.
Schwab US Aggregate Bond ETF was a new GK Wealth Management position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.63% of GK Wealth Management's portfolio in Q2 2026, its #34 holding.
GK Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.22M in Q4 2025.
205 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.