LPL Financial
SCHZ icon

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

LPL Financial’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 		$25.9M Buy
1,118,991
+24,216
+2% +$560K 0.01% 1422
2026
Q1 		$25.4M Buy
1,094,775
+252,137
+30% +$5.9M 0.01% 1309
2025
Q4 		$19.7M Sell
842,638
-20,413
-2% -$479K 0.01% 1419
2025
Q3 		$20.3M Buy
863,051
+180,090
+26% +$4.18M 0.01% 1361
2025
Q2 		$15.9M Buy
682,961
+151,103
+28% +$3.47M 0.01% 1405
2025
Q1 		$12.3M Sell
531,858
-18,968
-3% -$434K ﹤0.01% 1461
2024
Q4 		$12.5M Buy
550,826
+121,714
+28% +$2.81M 0.01% 1378
2024
Q3 		$10.2M Sell
429,112
-19,078
-4% -$447K ﹤0.01% 1450
2024
Q2 		$10.2M Buy
448,190
+27,276
+6% +$618K 0.01% 1364
2024
Q1 		$9.68M Sell
420,914
-11,926
-3% -$274K 0.01% 1354
2023
Q4 		$10.1M Buy
432,840
+31,824
+8% +$712K 0.01% 1243
2023
Q3 		$8.87M Sell
401,016
-1,108
-0.3% -$25.1K 0.01% 1231
2023
Q2 		$9.28M Sell
402,124
-26,214
-6% -$610K 0.01% 1183
2023
Q1 		$10M Buy
428,338
+26,814
+7% +$624K 0.01% 1079
2022
Q4 		$9.16M Sell
401,524
-17,610
-4% -$401K 0.01% 1073
2022
Q3 		$9.49M Buy
419,134
+7,950
+2% +$189K 0.01% 989
2022
Q2 		$9.84M Sell
411,184
-73,132
-15% -$1.77M 0.01% 972
2022
Q1 		$12.2M Sell
484,316
-66,418
-12% -$1.72M 0.01% 895
2021
Q4 		$14.8M Sell
550,734
-35,316
-6% -$955K 0.01% 802
2021
Q3 		$15.9M Sell
586,050
-36,608
-6% -$1M 0.01% 728
2021
Q2 		$17M Buy
622,658
+25,266
+4% +$686K 0.02% 652
2021
Q1 		$16.1M Buy
597,392
+16,950
+3% +$465K 0.02% 619
2020
Q4 		$16.3M Buy
580,442
+30,210
+5% +$845K 0.02% 546
2020
Q3 		$15.4M Buy
550,232
+173,386
+46% +$4.89M 0.02% 475
2020
Q2 		$10.6M Buy
376,846
+16,972
+5% +$472K 0.02% 575
2020
Q1 		$9.77M Buy
359,874
+34,710
+11% +$937K 0.02% 505
2019
Q4 		$8.69M Buy
325,164
+10,322
+3% +$277K 0.02% 630
2019
Q3 		$8.48M Buy
314,842
+9,896
+3% +$265K 0.02% 589
2019
Q2 		$8.08M Sell
304,946
-49,616
-14% -$1.29M 0.02% 592
2019
Q1 		$9.2M Buy
354,562
+22,274
+7% +$568K 0.02% 533
2018
Q4 		$8.4M Buy
332,288
+245,966
+285% +$6.14M 0.02% 509
2018
Q3 		$2.17M Buy
86,322
+44,016
+104% +$1.11M 0.01% 1130
2018
Q2 		$1.07M Sell
42,306
-397,390
-90% -$10M ﹤0.01% 1582
2018
Q1 		$11.2M Buy
439,696
+21,940
+5% +$561K 0.03% 419
2017
Q4 		$10.9M Buy
417,756
+358,890
+610% +$9.36M 0.03% 398
2017
Q3 		$1.54M Sell
58,866
-3,056
-5% -$80.1K 0.01% 1138
2017
Q2 		$1.62M Sell
61,922
-6,580
-10% -$172K 0.01% 1059
2017
Q1 		$1.77M Buy
68,502
+17,852
+35% +$461K 0.01% 904
2016
Q4 		$1.31M Buy
50,650
+17,632
+53% +$461K 0.01% 1045
2016
Q3 		$881K Buy
33,018
+9,512
+40% +$255K 0.01% 1295
2016
Q2 		$634K Sell
23,506
-11,736
-33% -$311K 0.01% 1475
2016
Q1 		$930K Buy
35,242
+12,952
+58% +$338K ﹤0.01% 1727
2015
Q4 		$575K Buy
22,290
+10,066
+82% +$261K ﹤0.01% 2102
2015
Q3 		$318K Sell
12,224
-5,724
-32% -$148K ﹤0.01% 2149
2015
Q2 		$463K Buy
17,948
+4,214
+31% +$110K ﹤0.01% 1953
2015
Q1 		$364K Sell
13,734
-358
-3% -$9.44K ﹤0.01% 2096
2014
Q4 		$369K Buy
+14,092
New +$368K ﹤0.01% 1990

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

LPL Financial's SCHZ Position: Q2 2026 in Review

LPL Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.2% in Q2 2026, buying an estimated $560K and bringing the position to 1,118,991 shares worth $25.9M. The position accounts for 0.01% of the portfolio, ranked #1422.

LPL Financial first reported a position in SCHZ in Q4 2014 and has held it in 47 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • LPL Financial held 1,118,991 shares of Schwab US Aggregate Bond ETF worth $25.9M as of Q2 2026.
  • LPL Financial bought 24,216 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $560K.
  • Schwab US Aggregate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1422 holding.
  • LPL Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.