LGT Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

LGT Financial Advisors’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	$27.9K	Hold	1,207	–	–	0.15%	85
2026 Q1	$28K	Buy	1,207 +35	+3%	+$819	0.14%	89
2025 Q4	$27.4K	Hold	1,172	–	–	0.17%	88
2025 Q3	$27.5K	Buy	1,172 +1,051	+869%	+$24.4K	0.06%	161
2025 Q2	$2.82K	Buy	121 +1	+0.8%	+$23	0.01%	341
2025 Q1	$2.78K	Buy	120 +1	+0.8%	+$23	0.01%	259
2024 Q4	$2.7K	Buy	119 +1	+0.8%	+$23	0.01%	660
2024 Q3	$2.79K	Buy	118 +2	+2%	+$47	0.01%	638
2024 Q2	$2.65K	Hold	116	–	–	0.01%	707
2024 Q1	$2.65K	Buy	116 +12	+12%	+$276	﹤0.01%	732
2023 Q4	$2.44K	Buy	+104	New	+$2.33K	﹤0.01%	783
2023 Q2	–	Sell	-13,670	Closed	-$321K	–	214
2023 Q1	$321K	Buy	13,670 +5,258	+63%	+$122K	0.6%	49
2022 Q4	$192K	Buy	+8,412	New	+$192K	0.23%	102

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

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 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

LGT Financial Advisors's SCHZ Position: Q2 2026 in Review

LGT Financial Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,207 shares worth $27.9K. The position accounts for 0.15% of the portfolio, ranked #85.

LGT Financial Advisors first reported a position in SCHZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $321K in Q1 2023. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

LGT Financial Advisors held 1,207 shares of Schwab US Aggregate Bond ETF worth $27.9K as of Q2 2026.
LGT Financial Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.15% of LGT Financial Advisors's portfolio in Q2 2026, its #85 holding.
LGT Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
LGT Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $321K in Q1 2023.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.