Koshinski Asset Management
SCHZ icon

Koshinski Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Koshinski Asset 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 		$912K Sell
39,429
-415
-1% -$9.6K 0.05% 316
2026
Q1 		$925K Sell
39,844
-1,149
-3% -$26.9K 0.06% 300
2025
Q4 		$958K Sell
40,993
-365
-0.9% -$8.57K 0.06% 287
2025
Q3 		$971K Sell
41,358
-1,473
-3% -$34.2K 0.07% 281
2025
Q2 		$995K Sell
42,831
-328
-0.8% -$7.53K 0.08% 269
2025
Q1 		$1,000K Sell
43,159
-363
-0.8% -$8.31K 0.08% 246
2024
Q4 		$988K Sell
43,522
-10,550
-20% -$244K 0.08% 241
2024
Q3 		$1.28M Sell
54,072
-320
-0.6% -$7.49K 0.11% 188
2024
Q2 		$1.24M Sell
54,392
-5,620
-9% -$127K 0.12% 172
2024
Q1 		$1.38M Sell
60,012
-6,184
-9% -$142K 0.14% 154
2023
Q4 		$1.54M Buy
66,196
+10,824
+20% +$242K 0.23% 117
2023
Q3 		$1.22M Sell
55,372
-628
-1% -$14.2K 0.14% 147
2023
Q2 		$1.29M Sell
56,000
-12,904
-19% -$300K 0.14% 153
2023
Q1 		$1.62M Buy
68,904
+1,888
+3% +$43.9K 0.16% 137
2022
Q4 		$1.53M Buy
67,016
+520
+0.8% +$11.8K 0.15% 156
2022
Q3 		$1.51M Buy
66,496
+1,414
+2% +$33.7K 0.18% 137
2022
Q2 		$1.56M Buy
65,082
+1,522
+2% +$36.8K 0.15% 157
2022
Q1 		$1.61M Buy
63,560
+3,186
+5% +$82.7K 0.13% 166
2021
Q4 		$1.63M Buy
60,374
+2,084
+4% +$56.3K 0.13% 171
2021
Q3 		$1.58M Buy
58,290
+18,392
+46% +$504K 0.14% 170
2021
Q2 		$1.09M Sell
39,898
-10,614
-21% -$288K 0.14% 179
2021
Q1 		$1.36M Buy
50,512
+216
+0.4% +$5.93K 0.14% 169
2020
Q4 		$1.41M Sell
50,296
-1,054
-2% -$29.5K 0.18% 143
2020
Q3 		$1.44M Buy
51,350
+4,444
+9% +$125K 0.19% 125
2020
Q2 		$1.32M Buy
46,906
+7,812
+20% +$217K 0.21% 121
2020
Q1 		$1.06M Sell
39,094
-11,496
-23% -$310K 0.22% 125
2019
Q4 		$1.35M Buy
50,590
+11,038
+28% +$296K 0.23% 130
2019
Q3 		$1.06M Buy
39,552
+6,972
+21% +$186K 0.74% 40
2019
Q2 		$863K Sell
32,580
-3,474
-10% -$90.4K 0.35% 89
2019
Q1 		$935K Sell
36,054
-418
-1% -$10.7K 0.25% 117
2018
Q4 		$923K Buy
36,472
+3,284
+10% +$82K 0.23% 141
2018
Q3 		$834K Buy
33,188
+8,608
+35% +$217K 0.12% 230
2018
Q2 		$622K Sell
24,580
-80
-0.3% -$2.02K 0.19% 170
2018
Q1 		$629K Buy
24,660
+1,756
+8% +$44.9K 0.2% 176
2017
Q4 		$596K Buy
22,904
+14,312
+167% +$373K 0.15% 225
2017
Q3 		$225K Sell
8,592
-1,088
-11% -$28.5K 0.07% 341
2017
Q2 		$253K Buy
9,680
+418
+5% +$10.9K 0.09% 306
2017
Q1 		$240K Buy
+9,262
New +$239K 0.09% 277

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

Koshinski Asset Management's SCHZ Position: Q2 2026 in Review

Koshinski Asset Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q2 2026, selling an estimated $9.6K and leaving 39,429 shares worth $912K. The position accounts for 0.05% of the portfolio, ranked #316.

Koshinski Asset Management first reported a position in SCHZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.63M in Q4 2021. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Koshinski Asset Management held 39,429 shares of Schwab US Aggregate Bond ETF worth $912K as of Q2 2026.
  • Koshinski Asset Management sold 415 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $9.6K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #316 holding.
  • Koshinski Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Koshinski Asset Management's Schwab US Aggregate Bond ETF position peaked at $1.63M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.