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Keystone Financial Group (Georgia)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keystone Financial Group (Georgia)’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 		– Sell
-1
Closed -$24 – 132
2026
Q1 		$24 Hold
1
– – ﹤0.01% 133
2025
Q4 		$24 Sell
1
-9,438
-100% -$222K ﹤0.01% 135
2025
Q3 		$222K Sell
9,439
-2,807
-23% -$65.2K 0.12% 60
2025
Q2 		$281K Buy
12,246
+835
+7% +$19.2K 0.18% 49
2025
Q1 		$262K Sell
11,411
-2,447
-18% -$56.1K 0.18% 48
2024
Q4 		$315K Buy
+13,858
New +$320K 0.25% 52

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Keystone Financial Group (Georgia)'s SCHZ Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 1 share — an estimated $24 sold.

Keystone Financial Group (Georgia) first reported a position in SCHZ in Q4 2024 and held it in 6 quarters. The position peaked at $315K in Q4 2024. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Keystone Financial Group (Georgia) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 1 Schwab US Aggregate Bond ETF share in Q2 2026, an estimated $24.
  • Keystone Financial Group (Georgia) first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Keystone Financial Group (Georgia)'s Schwab US Aggregate Bond ETF position peaked at $315K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.