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

HORAN Wealth’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 		$267K Buy
11,523
+447
+4% +$10.3K 0.03% 186
2026
Q1 		$257K Buy
11,076
+96
+0.9% +$2.25K 0.02% 172
2025
Q4 		$257K Sell
10,980
-1,560
-12% -$36.6K 0.04% 153
2025
Q3 		$294K Buy
12,540
+785
+7% +$18.2K 0.05% 156
2025
Q2 		$273K Buy
+11,755
New +$270K 0.08% 101

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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

HORAN Wealth's SCHZ Position: Q2 2026 in Review

HORAN Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4% in Q2 2026, buying an estimated $10.3K and bringing the position to 11,523 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #186.

HORAN Wealth first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q3 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • HORAN Wealth held 11,523 shares of Schwab US Aggregate Bond ETF worth $267K as of Q2 2026.
  • HORAN Wealth bought 447 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US Aggregate Bond ETF made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #186 holding.
  • HORAN Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Schwab US Aggregate Bond ETF position peaked at $294K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.