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Independent Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independent Financial Group’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 		$2.71M Sell
117,102
-2,000
-2% -$46.3K 0.05% 372
2026
Q1 		$2.77M Buy
119,102
+13,237
+13% +$310K 0.06% 324
2025
Q4 		$2.47M Buy
105,865
+1,013
+1% +$23.8K 0.06% 337
2025
Q3 		$2.46M Sell
104,852
-698
-0.7% -$16.2K 0.06% 321
2025
Q2 		$2.45M Sell
105,550
-2,234
-2% -$51.3K 0.07% 286
2025
Q1 		$2.5M Buy
107,784
+4,509
+4% +$103K 0.09% 234
2024
Q4 		$2.34M Buy
103,275
+5,289
+5% +$122K 0.08% 250
2024
Q3 		$2.33M Buy
97,986
+7,116
+8% +$167K 0.09% 241
2024
Q2 		$2.07M Buy
90,870
+1,998
+2% +$45.3K 0.08% 232
2024
Q1 		$2.04M Buy
88,872
+7,952
+10% +$183K 0.09% 216
2023
Q4 		$1.89M Buy
80,920
+6,020
+8% +$135K 0.1% 218
2023
Q3 		$1.66M Buy
74,900
+7,244
+11% +$164K 0.11% 212
2023
Q2 		$1.56M Buy
67,656
+1,368
+2% +$31.8K 0.11% 210
2023
Q1 		$1.55M Buy
66,288
+1,324
+2% +$30.8K 0.12% 186
2022
Q4 		$1.48M Buy
64,964
+4,726
+8% +$108K 0.13% 165
2022
Q3 		$1.36M Sell
60,238
-296
-0.5% -$7.05K 0.12% 163
2022
Q2 		$1.45M Buy
60,534
+1,826
+3% +$44.2K 0.15% 155
2022
Q1 		$1.48M Buy
58,708
+2,600
+5% +$67.5K 0.12% 171
2021
Q4 		$1.51M Sell
56,108
-3,746
-6% -$101K 0.12% 167
2021
Q3 		$1.62M Sell
59,854
-40,754
-41% -$1.12M 0.17% 125
2021
Q2 		$2.75M Buy
100,608
+38,610
+62% +$1.05M 0.29% 75
2021
Q1 		$1.67M Buy
61,998
+11,576
+23% +$318K 0.22% 117
2020
Q4 		$1.41M Buy
50,422
+5,678
+13% +$159K 0.21% 122
2020
Q3 		$1.25M Sell
44,744
-3,178
-7% -$89.6K 0.24% 103
2020
Q2 		$1.35M Sell
47,922
-2,208
-4% -$61.4K 0.3% 81
2020
Q1 		$1.36M Buy
+50,130
New +$1.35M 0.4% 58

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

Independent Financial Group's SCHZ Position: Q2 2026 in Review

Independent Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q2 2026, selling an estimated $46.3K and leaving 117,102 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #372.

Independent Financial Group first reported a position in SCHZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.77M in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Independent Financial Group held 117,102 shares of Schwab US Aggregate Bond ETF worth $2.71M as of Q2 2026.
  • Independent Financial Group sold 2,000 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $46.3K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #372 holding.
  • Independent Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Schwab US Aggregate Bond ETF position peaked at $2.77M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.