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Martin Worley Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Martin Worley 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
2025
Q2 		$437K Sell
18,799
-248
-1% -$5.69K 0.21% 67
2025
Q1 		$441K Buy
19,047
+979
+5% +$22.4K 0.25% 63
2024
Q4 		$410K Buy
+18,068
New +$417K 0.26% 63

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Martin Worley Group's SCHZ Position: Q2 2025 in Review

Martin Worley Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.3% in Q2 2025, selling an estimated $5.69K and leaving 18,799 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #67.

Martin Worley Group first reported a position in SCHZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $441K in Q1 2025. 643 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Martin Worley Group held 18,799 shares of Schwab US Aggregate Bond ETF worth $437K as of Q2 2025.
  • Martin Worley Group sold 248 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $5.69K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Martin Worley Group's portfolio in Q2 2025, its #67 holding.
  • Martin Worley Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's Schwab US Aggregate Bond ETF position peaked at $441K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.