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

Godfrey Financial Associates’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 		$24.3K Hold
1,050
– – 0.02% 330
2026
Q1 		$24.4K Hold
1,050
– – 0.02% 310
2025
Q4 		$24.5K Buy
+1,050
New +$24.7K 0.02% 309

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CST
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HighTower Advisors
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KBFS
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RA
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Godfrey Financial Associates's SCHZ Position: Q2 2026 in Review

Godfrey Financial Associates held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,050 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #330.

Godfrey Financial Associates first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q4 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Godfrey Financial Associates held 1,050 shares of Schwab US Aggregate Bond ETF worth $24.3K as of Q2 2026.
  • Godfrey Financial Associates left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #330 holding.
  • Godfrey Financial Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Schwab US Aggregate Bond ETF position peaked at $24.5K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.