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Johnson Investment Counsel’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Johnson Investment Counsel’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 		$795K Buy
34,384
+13,664
+66% +$316K 0.01% 501
2026
Q1 		$481K Buy
+20,720
New +$485K ﹤0.01% 594

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

Johnson Investment Counsel's SCHZ Position: Q2 2026 in Review

Johnson Investment Counsel increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 66% in Q2 2026, buying an estimated $316K and bringing the position to 34,384 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #501.

Johnson Investment Counsel first reported a position in SCHZ in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Johnson Investment Counsel held 34,384 shares of Schwab US Aggregate Bond ETF worth $795K as of Q2 2026.
  • Johnson Investment Counsel bought 13,664 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $316K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #501 holding.
  • Johnson Investment Counsel first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.