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

Kelly Financial Group’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
2025
Q4 		– Sell
-8,701
Closed -$204K – 97
2025
Q3 		$204K Sell
8,701
-192
-2% -$4.46K 0.05% 91
2025
Q2 		$207K Buy
+8,893
New +$204K 0.06% 82
2025
Q1 		– Sell
-8,886
Closed -$202K – 86
2024
Q4 		$202K Buy
+8,886
New +$205K 0.07% 73

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kelly Financial Group's SCHZ Position: Q4 2025 in Review

Kelly Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 8,701 shares — an estimated $204K sold.

Kelly Financial Group first reported a position in SCHZ in Q4 2024 and held it in 3 quarters. The position peaked at $207K in Q2 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Kelly Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kelly Financial Group sold 8,701 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $204K.
  • Kelly Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Kelly Financial Group's Schwab US Aggregate Bond ETF position peaked at $207K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Kelly Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.