K2 Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

K2 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	$2.22M	Buy	96,470 +6,031	+7%	+$140K	1.57%	22
2026 Q1	$2.11M	Buy	90,439 +12,081	+15%	+$283K	1.53%	22
2025 Q4	$1.83M	Buy	78,358 +16,935	+28%	+$398K	1.42%	22
2025 Q3	$1.45M	Buy	61,423 +9,901	+19%	+$230K	1.16%	30
2025 Q2	$1.18M	Buy	51,522 +7,161	+16%	+$164K	1.04%	31
2025 Q1	$1.01M	Buy	44,361 +2,791	+7%	+$63.9K	0.99%	34
2024 Q4	$934K	Buy	+41,570	New	+$960K	0.93%	34

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

K2 Financial's SCHZ Position: Q2 2026 in Review

K2 Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.7% in Q2 2026, buying an estimated $140K and bringing the position to 96,470 shares worth $2.22M. The position accounts for 1.57% of the portfolio, ranked #22.

K2 Financial first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

K2 Financial held 96,470 shares of Schwab US Aggregate Bond ETF worth $2.22M as of Q2 2026.
K2 Financial bought 6,031 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $140K.
Schwab US Aggregate Bond ETF made up 1.57% of K2 Financial's portfolio in Q2 2026, its #22 holding.
K2 Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.