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

Kerr Financial Planning’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 		$1.3K Hold
56
– – ﹤0.01% 477
2026
Q1 		$1.3K Sell
56
-56
-50% -$1.31K ﹤0.01% 466
2025
Q4 		$2.62K Buy
112
+56
+100% +$1.31K ﹤0.01% 442
2025
Q3 		$1.31K Buy
+56
New +$1.3K ﹤0.01% 508

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 $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

Kerr Financial Planning's SCHZ Position: Q2 2026 in Review

Kerr Financial Planning held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 56 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Kerr Financial Planning first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62K in Q4 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kerr Financial Planning held 56 shares of Schwab US Aggregate Bond ETF worth $1.3K as of Q2 2026.
  • Kerr Financial Planning left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #477 holding.
  • Kerr Financial Planning first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Schwab US Aggregate Bond ETF position peaked at $2.62K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.