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

IMA Advisory Services’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	$2.6M	Buy	+112,283	New	+$2.6M	0.16%	106
2018 Q4	–	Sell	-2,000	Closed	-$50K	–	347
2018 Q3	$50K	Hold	2,000	–	–	0.02%	160
2018 Q2	$51K	Buy	+2,000	New	+$50.5K	0.02%	163
2017 Q1	–	Sell	-42,188	Closed	-$1.09M	–	144
2016 Q4	$1.09M	Buy	+42,188	New	+$1.1M	0.67%	51

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IMA Advisory Services's SCHZ Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 112,283 shares worth $2.6M. The stake represents 0.16% of the portfolio and ranks #106 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in SCHZ as recently as Q3 2018.

IMA Advisory Services first reported a position in SCHZ in Q4 2016 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

IMA Advisory Services held 112,283 shares of Schwab US Aggregate Bond ETF worth $2.6M as of Q2 2026.
Schwab US Aggregate Bond ETF was a new IMA Advisory Services position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.16% of IMA Advisory Services's portfolio in Q2 2026, its #106 holding.
IMA Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 4 quarters since.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.