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Keating Financial Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keating Financial Advisory Services’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 		$3.68K Hold
159
– – ﹤0.01% 1690
2026
Q1 		$3.69K Buy
+159
New +$3.72K ﹤0.01% 1588

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RIM
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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

Keating Financial Advisory Services's SCHZ Position: Q2 2026 in Review

Keating Financial Advisory Services held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 159 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Keating Financial Advisory Services first reported a position in SCHZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.69K in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Keating Financial Advisory Services held 159 shares of Schwab US Aggregate Bond ETF worth $3.68K as of Q2 2026.
  • Keating Financial Advisory Services left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1690 holding.
  • Keating Financial Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Schwab US Aggregate Bond ETF position peaked at $3.69K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.