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Horst & Graben Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Horst & Graben 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 		$34M Buy
1,474,760
+53,754
+4% +$1.24M 4.47% 5
2026
Q1 		$33.1M Buy
1,421,006
+31,838
+2% +$745K 4.54% 5
2025
Q4 		$32.5M Sell
1,389,168
-23,860
-2% -$560K 4.9% 3
2025
Q3 		$33.2M Buy
1,413,028
+25,786
+2% +$599K 5.07% 3
2025
Q2 		$32.2M Sell
1,387,242
-101,267
-7% -$2.32M 5.34% 3
2025
Q1 		$34.5M Sell
1,488,509
-40,375
-3% -$925K 6.18% 3
2024
Q4 		$34.7M Buy
1,528,884
+116,056
+8% +$2.68M 6.18% 3
2024
Q3 		$33.6M Buy
1,412,828
+11,044
+0.8% +$259K 6.03% 3
2024
Q2 		$31.9M Buy
1,401,784
+5,180
+0.4% +$117K 6.1% 3
2024
Q1 		$32.1M Buy
1,396,604
+16,818
+1% +$387K 6.54% 3
2023
Q4 		$32.2M Sell
1,379,786
-52,188
-4% -$1.17M 7.07% 2
2023
Q3 		$31.7M Sell
1,431,974
-28,888
-2% -$655K 7.79% 2
2023
Q2 		$33.7M Buy
1,460,862
+51,058
+4% +$1.19M 8.04% 2
2023
Q1 		$33.1M Buy
1,409,804
+359,360
+34% +$8.36M 8.2% 2
2022
Q4 		$24M Buy
1,050,444
+44,360
+4% +$1.01M 6.27% 4
2022
Q3 		$22.8M Buy
1,006,084
+47,360
+5% +$1.13M 6.46% 4
2022
Q2 		$22.9M Buy
958,724
+79,496
+9% +$1.92M 6.23% 4
2022
Q1 		$22.2M Buy
+879,228
New +$22.8M 5.43% 4

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 $103B AUM 28.65% 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

Horst & Graben Wealth Management's SCHZ Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.8% in Q2 2026, buying an estimated $1.24M and bringing the position to 1,474,760 shares worth $34M. The position accounts for 4.47% of the portfolio, ranked #5.

Horst & Graben Wealth Management first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $34.7M in Q4 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Horst & Graben Wealth Management held 1,474,760 shares of Schwab US Aggregate Bond ETF worth $34M as of Q2 2026.
  • Horst & Graben Wealth Management bought 53,754 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.24M.
  • Schwab US Aggregate Bond ETF made up 4.47% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Horst & Graben Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Horst & Graben Wealth Management's Schwab US Aggregate Bond ETF position peaked at $34.7M in Q4 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.