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IFG Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

IFG Advisory’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 		$1.5M Buy
+64,830
New +$1.5M 0.05% 351
2026
Q1 		– Sell
-75,517
Closed -$1.76M – 772
2025
Q4 		$1.76M Buy
75,517
+2,238
+3% +$52.6K 0.08% 268
2025
Q3 		$1.72M Buy
73,279
+9,118
+14% +$212K 0.08% 256
2025
Q2 		$1.49M Buy
64,161
+13,523
+27% +$310K 0.07% 271
2025
Q1 		$1.17M Buy
50,638
+12,340
+32% +$283K 0.07% 291
2024
Q4 		$869K Sell
38,298
-1,768
-4% -$40.8K 0.05% 325
2024
Q3 		$952K Buy
40,066
+1,764
+5% +$41.3K 0.06% 278
2024
Q2 		$873K Buy
38,302
+3,098
+9% +$70.2K 0.06% 302
2024
Q1 		$810K Buy
35,204
+6,944
+25% +$160K 0.06% 269
2023
Q4 		$659K Sell
28,260
-3,972
-12% -$88.9K 0.05% 319
2023
Q3 		$713K Buy
32,232
+7,646
+31% +$173K 0.06% 276
2023
Q2 		$567K Buy
24,586
+4,688
+24% +$109K 0.05% 266
2023
Q1 		$467K Buy
+19,898
New +$463K 0.04% 332
2021
Q2 		– Sell
-19,560
Closed -$527K – 509
2021
Q1 		$527K Sell
19,560
-200
-1% -$5.49K 0.07% 286
2020
Q4 		$553K Buy
+19,760
New +$553K 0.08% 251

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

IFG Advisory's SCHZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 64,830 shares worth $1.5M. The stake represents 0.05% of the portfolio and ranks #351 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHZ as recently as Q4 2025.

IFG Advisory first reported a position in SCHZ in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • IFG Advisory held 64,830 shares of Schwab US Aggregate Bond ETF worth $1.5M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new IFG Advisory position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #351 holding.
  • IFG Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • IFG Advisory's Schwab US Aggregate Bond ETF position peaked at $1.76M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.