HCP
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Hardin Capital Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hardin Capital Partners’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 		$463K Buy
19,991
+51
+0.3% +$1.18K 0.21% 73
2026
Q1 		$463K Buy
19,940
+34
+0.2% +$796 0.21% 67
2025
Q4 		$465K Buy
19,906
+66
+0.3% +$1.55K 0.22% 64
2025
Q3 		$466K Buy
19,840
+724
+4% +$16.8K 0.25% 61
2025
Q2 		$443K Sell
19,116
-396
-2% -$9.09K 0.26% 63
2025
Q1 		$452K Buy
19,512
+253
+1% +$5.79K 0.28% 58
2024
Q4 		$437K Buy
19,259
+47
+0.2% +$1.09K 0.26% 59
2024
Q3 		$450K Buy
19,212
+60
+0.3% +$1.41K 0.25% 59
2024
Q2 		$436K Buy
+19,152
New +$434K 0.28% 53

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Hardin Capital Partners's SCHZ Position: Q2 2026 in Review

Hardin Capital Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.26% in Q2 2026, buying an estimated $1.18K and bringing the position to 19,991 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #73.

Hardin Capital Partners first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $466K in Q3 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Hardin Capital Partners held 19,991 shares of Schwab US Aggregate Bond ETF worth $463K as of Q2 2026.
  • Hardin Capital Partners bought 51 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.18K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Hardin Capital Partners's portfolio in Q2 2026, its #73 holding.
  • Hardin Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Hardin Capital Partners's Schwab US Aggregate Bond ETF position peaked at $466K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.