Koss-Olinger Consulting
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Koss-Olinger Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Koss-Olinger Consulting’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
Q3 		$502K Buy
+22,737
New +$516K 0.04% 76
2024
Q1 		– Sell
-497,810
Closed -$11.6M – 257
2023
Q4 		$11.6M Buy
+497,810
New +$11.1M 1.14% 18
2021
Q4 		– Sell
-20,852
Closed -$566K – 251
2021
Q3 		$566K Buy
20,852
+20
+0.1% +$548 0.09% 101
2021
Q2 		$569K Hold
20,832
– – 0.08% 121
2021
Q1 		$562K Buy
+20,832
New +$572K 0.1% 116

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Charles Schwab Trust
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Rational Advisors
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Jones Financial Companies
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McAdam LLC
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Koss-Olinger Consulting's SCHZ Position: Q3 2026 in Review

Koss-Olinger Consulting opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 22,737 shares worth $502K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings. This is a return to the name: Koss-Olinger Consulting previously reported a position in SCHZ as recently as Q4 2023.

Koss-Olinger Consulting first reported a position in SCHZ in Q1 2021 and has held it in 5 quarters since. The position peaked at $11.6M in Q4 2023. 602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Koss-Olinger Consulting held 22,737 shares of Schwab US Aggregate Bond ETF worth $502K as of Q3 2026.
  • Schwab US Aggregate Bond ETF was a new Koss-Olinger Consulting position in Q3 2026.
  • Schwab US Aggregate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q3 2026, its #76 holding.
  • Koss-Olinger Consulting first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and has held it in 5 quarters since.
  • Koss-Olinger Consulting's Schwab US Aggregate Bond ETF position peaked at $11.6M in Q4 2023.
  • 602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Koss-Olinger Consulting's 13F filing for Q3 2026, filed 10 Nov 2026.