LMKC
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L.M. Kohn & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-13,435
Closed -$312K – 246
2025
Q2 		$312K Buy
13,435
+1,669
+14% +$38.3K 0.08% 196
2025
Q1 		$273K Buy
+11,766
New +$270K 0.07% 219

Other funds holding SCHZ

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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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

L.M. Kohn & Company's SCHZ Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 13,435 shares — an estimated $312K sold.

L.M. Kohn & Company first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $312K in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,435 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $312K.
  • L.M. Kohn & Company first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's Schwab US Aggregate Bond ETF position peaked at $312K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.