J.W. Burns & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

J.W. Burns & 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	$324K	Hold	14,000	–	–	0.03%	160
2026 Q1	$325K	Hold	14,000	–	–	0.04%	156
2025 Q4	$327K	Hold	14,000	–	–	0.04%	153
2025 Q3	$329K	Hold	14,000	–	–	0.04%	152
2025 Q2	$325K	Sell	14,000 -384	-3%	-$8.81K	0.04%	152
2025 Q1	$333K	Buy	14,384 +384	+3%	+$8.8K	0.04%	152
2024 Q4	$318K	Hold	14,000	–	–	0.04%	156
2024 Q3	$333K	Hold	14,000	–	–	0.04%	154
2024 Q2	$319K	Hold	14,000	–	–	0.04%	153
2024 Q1	$322K	Hold	14,000	–	–	0.04%	154
2023 Q4	$326K	Hold	14,000	–	–	0.05%	153
2023 Q3	$310K	Buy	+14,000	New	+$317K	0.05%	152

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

J.W. Burns & Co's SCHZ Position: Q2 2026 in Review

J.W. Burns & Co held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 14,000 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #160.

J.W. Burns & Co first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $333K in Q1 2025. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

J.W. Burns & Co held 14,000 shares of Schwab US Aggregate Bond ETF worth $324K as of Q2 2026.
J.W. Burns & Co left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #160 holding.
J.W. Burns & Co first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
J.W. Burns & Co's Schwab US Aggregate Bond ETF position peaked at $333K in Q1 2025.
149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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