JF
SCHZ icon

Joule Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Joule Financial’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 		$315K Sell
13,601
-1,399
-9% -$32.4K 0.09% 92
2026
Q1 		$348K Sell
15,000
-1,383
-8% -$32.4K 0.1% 79
2025
Q4 		$383K Sell
16,383
-270
-2% -$6.34K 0.11% 71
2025
Q3 		$391K Sell
16,653
-306
-2% -$7.11K 0.12% 72
2025
Q2 		$394K Sell
16,959
-699
-4% -$16K 0.13% 73
2025
Q1 		$409K Sell
17,658
-142
-0.8% -$3.25K 0.14% 71
2024
Q4 		$404K Sell
17,800
-310
-2% -$7.16K 0.14% 68
2024
Q3 		$430K Sell
18,110
-654
-3% -$15.3K 0.16% 70
2024
Q2 		$428K Sell
18,764
-296
-2% -$6.71K 0.17% 68
2024
Q1 		$438K Sell
19,060
-560
-3% -$12.9K 0.18% 62
2023
Q4 		$457K Sell
19,620
-338
-2% -$7.56K 0.21% 60
2023
Q3 		$441K Sell
19,958
-1,618
-7% -$36.7K 0.23% 59
2023
Q2 		$498K Buy
21,576
+866
+4% +$20.1K 0.26% 50
2023
Q1 		$486K Sell
20,710
-7,224
-26% -$168K 0.26% 48
2022
Q4 		$638K Sell
27,934
-3,094
-10% -$70.4K 0.42% 35
2022
Q3 		$703K Hold
31,028
– – 0.53% 33
2022
Q2 		$743K Buy
+31,028
New +$751K 0.58% 30

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

Joule Financial's SCHZ Position: Q2 2026 in Review

Joule Financial reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.3% in Q2 2026, selling an estimated $32.4K and leaving 13,601 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #92.

Joule Financial first reported a position in SCHZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $743K in Q2 2022. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Joule Financial held 13,601 shares of Schwab US Aggregate Bond ETF worth $315K as of Q2 2026.
  • Joule Financial sold 1,399 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $32.4K.
  • Schwab US Aggregate Bond ETF made up 0.09% of Joule Financial's portfolio in Q2 2026, its #92 holding.
  • Joule Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Schwab US Aggregate Bond ETF position peaked at $743K in Q2 2022.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.