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Keebeck Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keebeck Wealth Management’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 		$323K Buy
13,977
+1,650
+13% +$38.2K 0.03% 357
2026
Q1 		$286K Sell
12,327
-1,112
-8% -$26K 0.03% 337
2025
Q4 		$314K Sell
13,439
-221
-2% -$5.19K 0.04% 286
2025
Q3 		$321K Buy
13,660
+1,532
+13% +$35.6K 0.04% 290
2025
Q2 		$282K Sell
12,128
-846
-7% -$19.4K 0.04% 290
2025
Q1 		$300K Buy
12,974
+2,426
+23% +$55.6K 0.04% 216
2024
Q4 		$239K Hold
10,548
– – 0.03% 242
2024
Q3 		$251K Hold
10,548
– – 0.04% 224
2024
Q2 		$240K Buy
10,548
+790
+8% +$17.9K 0.04% 237
2024
Q1 		$224K Hold
9,758
– – 0.03% 259
2023
Q4 		$227K Buy
+9,758
New +$218K 0.04% 248

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

Keebeck Wealth Management's SCHZ Position: Q2 2026 in Review

Keebeck Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q2 2026, buying an estimated $38.2K and bringing the position to 13,977 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #357.

Keebeck Wealth Management first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Keebeck Wealth Management held 13,977 shares of Schwab US Aggregate Bond ETF worth $323K as of Q2 2026.
  • Keebeck Wealth Management bought 1,650 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $38.2K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Keebeck Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.