Investor's Fiduciary Advisor Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Investor's Fiduciary Advisor Network’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	$218K	Sell	9,464 -54,792	-85%	-$1.27M	0.07%	203
2026 Q1	$1.49M	Buy	64,256 +54	+0.1%	+$1.26K	0.46%	61
2025 Q4	$1.5M	Buy	64,202 +4,269	+7%	+$100K	0.32%	70
2025 Q3	$1.41M	Buy	59,933 +2,390	+4%	+$55.5K	0.48%	53
2025 Q2	$1.34M	Sell	57,543 -3,378	-6%	-$77.5K	0.5%	54
2025 Q1	$1.41M	Buy	60,921 +2,274	+4%	+$52.1K	0.67%	47
2024 Q4	$1.33M	Buy	+58,647	New	+$1.35M	0.51%	55

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

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

Investor's Fiduciary Advisor Network's SCHZ Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 85% in Q2 2026, selling an estimated $1.27M and leaving 9,464 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #203.

Investor's Fiduciary Advisor Network first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Investor's Fiduciary Advisor Network held 9,464 shares of Schwab US Aggregate Bond ETF worth $218K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 54,792 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.27M.
Schwab US Aggregate Bond ETF made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #203 holding.
Investor's Fiduciary Advisor Network first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Schwab US Aggregate Bond ETF position peaked at $1.5M in Q4 2025.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.