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Larson Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Larson Financial Group’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 		$6.02M Sell
260,155
-46,596
-15% -$1.08M 0.16% 108
2026
Q1 		$7.12M Sell
306,751
-25,610
-8% -$599K 0.23% 84
2025
Q4 		$7.77M Sell
332,361
-18,815
-5% -$442K 0.26% 76
2025
Q3 		$8.24M Sell
351,176
-43,290
-11% -$1.01M 0.29% 74
2025
Q2 		$9.17M Sell
394,466
-59,040
-13% -$1.35M 0.37% 65
2025
Q1 		$10.5M Sell
453,506
-33,564
-7% -$769K 0.5% 47
2024
Q4 		$11.1M Sell
487,070
-33,466
-6% -$773K 0.57% 38
2024
Q3 		$12.4M Sell
520,536
-23,444
-4% -$549K 0.7% 34
2024
Q2 		$12.4M Sell
543,980
-68,596
-11% -$1.55M 0.85% 30
2024
Q1 		$14.1M Sell
612,576
-26,666
-4% -$613K 1.09% 23
2023
Q4 		$14.9M Sell
639,242
-46,106
-7% -$1.03M 1.3% 17
2023
Q3 		$15.2M Sell
685,348
-12,578
-2% -$285K 1.49% 13
2023
Q2 		$16.1M Sell
697,926
-14,204
-2% -$330K 1.61% 12
2023
Q1 		$16.7M Sell
712,130
-5,096
-0.7% -$119K 1.82% 9
2022
Q4 		$16.4M Buy
717,226
+709,044
+8,666% +$16.1M 1.96% 8
2022
Q3 		$185K Buy
8,182
+736
+10% +$17.5K 0.03% 277
2022
Q2 		$178K Sell
7,446
-1,010
-12% -$24.4K 0.03% 203
2022
Q1 		$214K Buy
8,456
+12
+0.1% +$312 0.03% 195
2021
Q4 		$228K Buy
8,444
+344
+4% +$9.3K 0.04% 187
2021
Q3 		$220K Buy
8,100
+1,106
+16% +$30.3K 0.04% 140
2021
Q2 		$191K Sell
6,994
-1,630
-19% -$44.2K 0.04% 135
2021
Q1 		$233K Sell
8,624
-406
-4% -$11.1K 0.07% 99
2020
Q4 		$253K Buy
9,030
+1,040
+13% +$29.1K 0.09% 80
2020
Q3 		$224K Sell
7,990
-1,284
-14% -$36.2K 0.09% 86
2020
Q2 		$261K Sell
9,274
-2,440
-21% -$67.9K 0.12% 82
2020
Q1 		$318K Buy
11,714
+1,780
+18% +$48.1K 0.2% 64
2019
Q4 		$265K Buy
9,934
+774
+8% +$20.7K 0.15% 66
2019
Q3 		$247K Buy
9,160
+672
+8% +$18K 0.16% 65
2019
Q2 		$225K Buy
8,488
+1,134
+15% +$29.5K 0.17% 54
2019
Q1 		$191K Sell
7,354
-278
-4% -$7.09K 0.15% 58
2018
Q4 		$193K Buy
+7,632
New +$191K 0.18% 55

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

Larson Financial Group's SCHZ Position: Q2 2026 in Review

Larson Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 260,155 shares worth $6.02M. The position accounts for 0.16% of the portfolio, ranked #108.

Larson Financial Group first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.7M in Q1 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Larson Financial Group held 260,155 shares of Schwab US Aggregate Bond ETF worth $6.02M as of Q2 2026.
  • Larson Financial Group sold 46,596 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.08M.
  • Schwab US Aggregate Bond ETF made up 0.16% of Larson Financial Group's portfolio in Q2 2026, its #108 holding.
  • Larson Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Schwab US Aggregate Bond ETF position peaked at $16.7M in Q1 2023.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.