JESC
SCHZ icon

J.E. Simmons & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

J.E. Simmons & Co’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 		$273K Hold
11,815
– – 0.15% 58
2026
Q1 		$274K Hold
11,815
– – 0.18% 55
2025
Q4 		$276K Buy
+11,815
New +$277K 0.18% 57

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
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

J.E. Simmons & Co's SCHZ Position: Q2 2026 in Review

J.E. Simmons & Co held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 11,815 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #58.

J.E. Simmons & Co first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • J.E. Simmons & Co held 11,815 shares of Schwab US Aggregate Bond ETF worth $273K as of Q2 2026.
  • J.E. Simmons & Co left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.15% of J.E. Simmons & Co's portfolio in Q2 2026, its #58 holding.
  • J.E. Simmons & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's Schwab US Aggregate Bond ETF position peaked at $276K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.