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Marshall Financial Group (Pennsylvania)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$5.05M Buy
215,071
+24,494
+13% +$569K 1.39% 17
2025
Q2 		$4.43M Buy
190,577
+6,279
+3% +$144K 1.33% 17
2025
Q1 		$4.27M Sell
184,298
-11,396
-6% -$261K 1.34% 16
2024
Q4 		$4.44M Sell
195,694
-8,032
-4% -$186K 1.36% 17
2024
Q3 		$4.84M Buy
203,726
+25,850
+15% +$605K 1.46% 16
2024
Q2 		$4.05M Buy
177,876
+3,462
+2% +$78.5K 1.32% 17
2024
Q1 		$4.01M Buy
174,414
+6,244
+4% +$144K 1.32% 17
2023
Q4 		$3.92M Buy
168,170
+45,328
+37% +$1.01M 1.4% 16
2023
Q3 		$2.72M Buy
122,842
+9,336
+8% +$212K 1.11% 17
2023
Q2 		$2.62M Buy
113,506
+9,546
+9% +$222K 1% 17
2023
Q1 		$2.44M Sell
103,960
-9,958
-9% -$232K 0.99% 17
2022
Q4 		$2.6M Buy
113,918
+38,268
+51% +$871K 1.12% 17
2022
Q3 		$1.71M Buy
75,650
+13,482
+22% +$321K 0.81% 20
2022
Q2 		$1.49M Buy
62,168
+17,594
+39% +$426K 0.68% 23
2022
Q1 		$1.13M Sell
44,574
-646
-1% -$16.8K 0.45% 26
2021
Q4 		$1.22M Sell
45,220
-1,618
-3% -$43.7K 0.47% 26
2021
Q3 		$1.27M Sell
46,838
-8,042
-15% -$220K 0.53% 25
2021
Q2 		$1.5M Buy
54,880
+1,366
+3% +$37.1K 0.64% 25
2021
Q1 		$1.44M Buy
53,514
+38
+0.1% +$1.04K 0.66% 24
2020
Q4 		$1.5M Sell
53,476
-152
-0.3% -$4.25K 0.73% 24
2020
Q3 		$1.5M Sell
53,628
-518
-1% -$14.6K 0.89% 23
2020
Q2 		$1.52M Buy
54,146
+1,452
+3% +$40.4K 1.01% 21
2020
Q1 		$1.43M Buy
52,694
+236
+0.4% +$6.37K 1.16% 20
2019
Q4 		$1.4M Buy
52,458
+14,930
+40% +$400K 0.95% 21
2019
Q3 		$1.01M Buy
37,528
+3,422
+10% +$91.5K 0.77% 22
2019
Q2 		$904K Buy
34,106
+3,070
+10% +$79.8K 0.69% 22
2019
Q1 		$805K Buy
31,036
+15,646
+102% +$399K 0.66% 22
2018
Q4 		$389K Buy
+15,390
New +$384K 0.37% 33

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHZ Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 13% in Q3 2025, buying an estimated $569K and bringing the position to 215,071 shares worth $5.05M. The position accounts for 1.39% of the portfolio, ranked #17.

Marshall Financial Group (Pennsylvania) first reported a position in SCHZ in Q4 2018 and has held it in 28 quarters since. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 215,071 shares of Schwab US Aggregate Bond ETF worth $5.05M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 24,494 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $569K.
  • Schwab US Aggregate Bond ETF made up 1.39% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #17 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.