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

IFP 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 		$9.94M Buy
429,530
+73,597
+21% +$1.7M 0.18% 122
2026
Q1 		$8.26M Sell
355,933
-97,984
-22% -$2.29M 0.17% 130
2025
Q4 		$10.6M Buy
453,917
+32,305
+8% +$759K 0.24% 83
2025
Q3 		$9.9M Buy
421,612
+8,848
+2% +$206K 0.26% 76
2025
Q2 		$9.59M Buy
412,764
+44,873
+12% +$1.03M 0.27% 72
2025
Q1 		$8.52M Buy
367,891
+36,137
+11% +$828K 0.26% 81
2024
Q4 		$7.53M Buy
331,754
+64,626
+24% +$1.49M 0.25% 84
2024
Q3 		$6.35M Buy
267,128
+18,828
+8% +$441K 0.23% 93
2024
Q2 		$5.66M Buy
248,300
+43,060
+21% +$976K 0.22% 96
2024
Q1 		$4.72M Buy
205,240
+18,720
+10% +$430K 0.21% 106
2023
Q4 		$4.35M Buy
186,520
+7,694
+4% +$172K 0.21% 104
2023
Q3 		$3.95M Buy
178,826
+26,396
+17% +$598K 0.18% 111
2023
Q2 		$3.52M Sell
152,430
-41,056
-21% -$955K 0.15% 139
2023
Q1 		$4.89M Sell
193,486
-18,250
-9% -$425K 0.21% 91
2022
Q4 		$5.37M Buy
211,736
+4,560
+2% +$104K 0.14% 131
2022
Q3 		$5.34M Buy
207,176
+55,730
+37% +$1.33M 0.14% 151
2022
Q2 		$3.84M Hold
151,446
– – 0.12% 180
2022
Q1 		$3.84M Buy
151,446
+15,900
+12% +$413K 0.12% 180
2021
Q4 		$3.65M Buy
135,546
+15,898
+13% +$430K 0.07% 161
2021
Q3 		$3.25M Buy
119,648
+21,456
+22% +$588K 0.07% 181
2021
Q2 		$2.68M Buy
98,192
+27,590
+39% +$749K 0.06% 199
2021
Q1 		$1.91M Buy
70,602
+630
+0.9% +$17.3K 0.04% 227
2020
Q4 		$1.96M Buy
69,972
+2,314
+3% +$64.7K 0.08% 211
2020
Q3 		$1.9M Buy
67,658
+40,666
+151% +$1.15M 0.11% 176
2020
Q2 		$756K Buy
26,992
+7,098
+36% +$197K 0.06% 330
2020
Q1 		$536K Sell
19,894
-28,412
-59% -$767K 0.05% 337
2019
Q4 		$1.29M Sell
48,306
-18,412
-28% -$493K 0.1% 236
2019
Q3 		$1.79M Buy
+66,718
New +$1.78M 0.12% 190
2019
Q1 		– Sell
-56,830
Closed -$1.43M – 3251
2018
Q4 		$1.43M Sell
56,830
-75,144
-57% -$1.88M 0.09% 251
2018
Q3 		$3.32M Buy
131,974
+1,314
+1% +$33.2K 0.14% 175
2018
Q2 		$3.31M Buy
130,660
+4,194
+3% +$106K 0.14% 171
2018
Q1 		$3.29M Hold
126,466
– – 0.15% 161
2017
Q4 		$3.29M Buy
126,466
+7,372
+6% +$192K 0.15% 161
2017
Q3 		$3.12M Buy
119,094
+13,748
+13% +$360K 0.12% 184
2017
Q2 		$2.75M Buy
105,346
+23,132
+28% +$603K 0.12% 199
2017
Q1 		$2.13M Buy
82,214
+49,960
+155% +$1.29M 0.09% 240
2016
Q4 		$831K Buy
32,254
+6,452
+25% +$169K 0.04% 443
2016
Q3 		$692K Buy
25,802
+10,050
+64% +$270K 0.04% 466
2016
Q2 		$423K Buy
+15,752
New +$417K 0.02% 606
2016
Q1 		– Sell
-8,050
Closed -$207K – 3257
2015
Q4 		$207K Buy
+8,050
New +$209K 0.01% 826

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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

IFP Advisors's SCHZ Position: Q2 2026 in Review

IFP Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 21% in Q2 2026, buying an estimated $1.7M and bringing the position to 429,530 shares worth $9.94M. The position accounts for 0.18% of the portfolio, ranked #122.

IFP Advisors first reported a position in SCHZ in Q4 2015 and has held it in 40 quarters since. The position peaked at $10.6M in Q4 2025. 210 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • IFP Advisors held 429,530 shares of Schwab US Aggregate Bond ETF worth $9.94M as of Q2 2026.
  • IFP Advisors bought 73,597 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.7M.
  • Schwab US Aggregate Bond ETF made up 0.18% of IFP Advisors's portfolio in Q2 2026, its #122 holding.
  • IFP Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's Schwab US Aggregate Bond ETF position peaked at $10.6M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.