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MLG Wealth Management DBA Pine Grove Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025
Q4 		$17.4M Buy
+743,324
New +$17.5M 2.1% 16

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's SCHZ Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025: 743,324 shares worth $17.4M. The stake represents 2.1% of the portfolio and ranks #16 among its holdings.

670 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 743,324 shares of Schwab US Aggregate Bond ETF worth $17.4M as of Q4 2025.
  • Schwab US Aggregate Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Schwab US Aggregate Bond ETF made up 2.1% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #16 holding.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.