HHM Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HHM Wealth Advisors’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	$1.51M	Buy	65,187 +1,359	+2%	+$31.4K	0.15%	59
2026 Q1	$1.48M	Buy	63,828 +2,338	+4%	+$54.7K	0.17%	58
2025 Q4	$1.44M	Buy	61,490 +4,683	+8%	+$110K	0.17%	58
2025 Q3	$1.33M	Sell	56,807 -1,181	-2%	-$27.4K	0.15%	58
2025 Q2	$1.35M	Sell	57,988 -8,948	-13%	-$205K	0.16%	56
2025 Q1	$1.55M	Sell	66,936 -6,779	-9%	-$155K	0.21%	48
2024 Q4	$1.67M	Buy	73,715 +397	+0.5%	+$9.17K	0.23%	46
2024 Q3	$1.74M	Buy	73,318 +11,026	+18%	+$258K	0.25%	40
2024 Q2	$1.42M	Buy	62,292 +3,358	+6%	+$76.1K	0.21%	48
2024 Q1	$1.36M	Buy	58,934 +11,542	+24%	+$265K	0.22%	40
2023 Q4	$1.1M	Buy	47,392 +2,058	+5%	+$46K	0.19%	45
2023 Q3	$1M	Buy	45,334 +12,764	+39%	+$289K	0.2%	43
2023 Q2	$752K	Sell	32,570 -222	-0.7%	-$5.17K	0.14%	55
2023 Q1	$769K	Buy	32,792 +12,218	+59%	+$284K	0.16%	50
2022 Q4	$470K	Sell	20,574 -1,220	-6%	-$27.8K	0.11%	69
2022 Q3	$494K	Buy	21,794 +1,050	+5%	+$25K	0.13%	58
2022 Q2	$497K	Sell	20,744 -3,760	-15%	-$91K	0.13%	65
2022 Q1	$620K	Sell	24,504 -1,020	-4%	-$26.5K	0.14%	61
2021 Q4	$688K	Sell	25,524 -370	-1%	-$10K	0.17%	55
2021 Q3	$703K	Buy	25,894 +440	+2%	+$12.1K	0.19%	51
2021 Q2	$695K	Sell	25,454 -1,070	-4%	-$29K	0.19%	50
2021 Q1	$715K	Sell	26,524 -1,400	-5%	-$38.4K	0.22%	43
2020 Q4	$782K	Buy	27,924 +50	+0.2%	+$1.4K	0.27%	31
2020 Q3	$782K	Buy	27,874 +3,440	+14%	+$97K	0.31%	30
2020 Q2	$687K	Hold	24,434	–	–	0.29%	31
2020 Q1	$663K	Sell	24,434 -8,738	-26%	-$236K	0.32%	31
2019 Q4	$886K	Sell	33,172 -1,350	-4%	-$36.2K	0.43%	26
2019 Q3	$930K	Sell	34,522 -46,924	-58%	-$1.26M	0.53%	23
2019 Q2	$2.16M	Buy	81,446 +10,102	+14%	+$263K	1.27%	13
2019 Q1	$1.85M	Sell	71,344 -77,252	-52%	-$1.97M	1.18%	14
2018 Q4	$3.76M	Buy	+148,596	New	+$3.71M	2.75%	10

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

HHM Wealth Advisors's SCHZ Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q2 2026, buying an estimated $31.4K and bringing the position to 65,187 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #59.

HHM Wealth Advisors first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.76M in Q4 2018. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

HHM Wealth Advisors held 65,187 shares of Schwab US Aggregate Bond ETF worth $1.51M as of Q2 2026.
HHM Wealth Advisors bought 1,359 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $31.4K.
Schwab US Aggregate Bond ETF made up 0.15% of HHM Wealth Advisors's portfolio in Q2 2026, its #59 holding.
HHM Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $3.76M in Q4 2018.
254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.