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Main Street Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Main Street 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 		$6.85K Hold
296
– – ﹤0.01% 604
2026
Q1 		$6.87K Buy
+296
New +$6.93K ﹤0.01% 595
2025
Q4 		– Sell
-1,882
Closed -$44.2K – 503
2025
Q3 		$44.2K Hold
1,882
– – 0.01% 265
2025
Q2 		$43.7K Sell
1,882
-604
-24% -$13.9K 0.01% 259
2025
Q1 		$57.6K Sell
2,486
-90
-3% -$2.06K 0.02% 223
2024
Q4 		$58.5K Sell
2,576
-178
-6% -$4.11K 0.02% 212
2024
Q3 		$65.4K Sell
2,754
-2,278
-45% -$53.3K 0.03% 208
2024
Q2 		$114K Sell
5,032
-686
-12% -$15.5K 0.05% 152
2024
Q1 		$130K Sell
5,718
-390
-6% -$8.97K 0.06% 152
2023
Q4 		$142K Buy
+6,108
New +$137K 0.05% 178

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

Main Street Group's SCHZ Position: Q2 2026 in Review

Main Street Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 296 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Main Street Group first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $142K in Q4 2023. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Main Street Group held 296 shares of Schwab US Aggregate Bond ETF worth $6.85K as of Q2 2026.
  • Main Street Group left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #604 holding.
  • Main Street Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's Schwab US Aggregate Bond ETF position peaked at $142K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.