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Lederer & Associates Investment Counsel’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lederer & Associates Investment Counsel’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 		$405K Sell
17,504
-380
-2% -$8.79K 0.27% 76
2026
Q1 		$415K Buy
17,884
+171
+1% +$4K 0.29% 74
2025
Q4 		$414K Sell
17,713
-5,887
-25% -$138K 0.28% 76
2025
Q3 		$554K Sell
23,600
-4,314
-15% -$100K 0.36% 70
2025
Q2 		$649K Buy
27,914
+40
+0.1% +$918 0.43% 69
2025
Q1 		$646K Buy
27,874
+33
+0.1% +$756 0.47% 65
2024
Q4 		$632K Buy
27,841
+25
+0.1% +$578 0.44% 69
2024
Q3 		$661K Buy
27,816
+504
+2% +$11.8K 0.47% 66
2024
Q2 		$622K Sell
27,312
-1,002
-4% -$22.7K 0.45% 69
2024
Q1 		$651K Buy
28,314
+494
+2% +$11.4K 0.45% 69
2023
Q4 		$648K Sell
27,820
-4,934
-15% -$110K 0.48% 68
2023
Q3 		$724K Sell
32,754
-8,738
-21% -$198K 0.58% 61
2023
Q2 		$958K Sell
41,492
-6,786
-14% -$158K 0.72% 51
2023
Q1 		$1.13M Sell
48,278
-578
-1% -$13.4K 0.87% 44
2022
Q4 		$1.11M Sell
48,856
-236
-0.5% -$5.37K 0.91% 41
2022
Q3 		$1.11M Sell
49,092
-4,794
-9% -$114K 0.94% 41
2022
Q2 		$1.29M Sell
53,886
-1,992
-4% -$48.2K 0.99% 35
2022
Q1 		$1.41M Sell
55,878
-2,536
-4% -$65.9K 0.87% 40
2021
Q4 		$1.57M Buy
58,414
+3,340
+6% +$90.3K 0.91% 39
2021
Q3 		$1.49M Sell
55,074
-1,744
-3% -$47.8K 0.96% 39
2021
Q2 		$1.55M Sell
56,818
-4,054
-7% -$110K 1.03% 38
2021
Q1 		$1.64M Buy
60,872
+13,740
+29% +$377K 1.16% 36
2020
Q4 		$1.32M Buy
47,132
+13,222
+39% +$370K 1.01% 40
2020
Q3 		$951K Sell
33,910
-2,354
-6% -$66.4K 0.79% 48
2020
Q2 		$1.02M Sell
36,264
-4,432
-11% -$123K 0.95% 43
2020
Q1 		$1.1M Sell
40,696
-1,980
-5% -$53.5K 1.25% 36
2019
Q4 		$1.14M Buy
42,676
+23,496
+123% +$630K 0.99% 47
2019
Q3 		$516K Sell
19,180
-700
-4% -$18.7K 0.49% 59
2019
Q2 		$527K Buy
19,880
+76
+0.4% +$1.98K 0.48% 56
2019
Q1 		$514K Buy
19,804
+2,102
+12% +$53.6K 0.48% 55
2018
Q4 		$448K Buy
17,702
+2,526
+17% +$63.1K 0.48% 58
2018
Q3 		$381K Buy
15,176
+98
+0.6% +$2.48K 0.32% 70
2018
Q2 		$382K Buy
15,078
+34
+0.2% +$859 0.34% 68
2018
Q1 		$384K Buy
15,044
+424
+3% +$10.8K 0.35% 71
2017
Q4 		$380K Buy
14,620
+1,434
+11% +$37.4K 0.34% 68
2017
Q3 		$345K Buy
13,186
+1,350
+11% +$35.4K 0.33% 69
2017
Q2 		$309K Buy
11,836
+972
+9% +$25.4K 0.3% 72
2017
Q1 		$281K Buy
10,864
+2,152
+25% +$55.6K 0.26% 77
2016
Q4 		$224K Buy
+8,712
New +$228K 0.22% 81

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 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

Lederer & Associates Investment Counsel's SCHZ Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q2 2026, selling an estimated $8.79K and leaving 17,504 shares worth $405K. The position accounts for 0.27% of the portfolio, ranked #76.

Lederer & Associates Investment Counsel first reported a position in SCHZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.64M in Q1 2021. 318 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Lederer & Associates Investment Counsel held 17,504 shares of Schwab US Aggregate Bond ETF worth $405K as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 380 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $8.79K.
  • Schwab US Aggregate Bond ETF made up 0.27% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #76 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Lederer & Associates Investment Counsel's Schwab US Aggregate Bond ETF position peaked at $1.64M in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.