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

Meramec Financial Planners’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 		$177K Buy
7,753
+206
+3% +$4.77K 0.06% 133
2026
Q1 		$176K Sell
7,547
-1,523
-17% -$35.6K 0.07% 125
2025
Q4 		$212K Buy
+9,070
New +$213K 0.08% 122

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

Meramec Financial Planners's SCHZ Position: Q2 2026 in Review

Meramec Financial Planners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.7% in Q2 2026, buying an estimated $4.77K and bringing the position to 7,753 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #133.

Meramec Financial Planners first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Meramec Financial Planners held 7,753 shares of Schwab US Aggregate Bond ETF worth $177K as of Q2 2026.
  • Meramec Financial Planners bought 206 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $4.77K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Meramec Financial Planners's portfolio in Q2 2026, its #133 holding.
  • Meramec Financial Planners first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Schwab US Aggregate Bond ETF position peaked at $212K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.