MOS
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MGO One Seven’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MGO One Seven’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 		$1.08M Buy
46,641
+4,258
+10% +$98.5K 0.02% 689
2026
Q1 		$984K Buy
42,383
+10,880
+35% +$255K 0.02% 665
2025
Q4 		$736K Buy
31,503
+4,650
+17% +$109K 0.02% 734
2025
Q3 		$630K Buy
26,853
+3,804
+17% +$88.4K 0.01% 739
2025
Q2 		$536K Buy
23,049
+9,375
+69% +$215K 0.02% 701
2025
Q1 		$317K Buy
13,674
+113
+0.8% +$2.59K 0.01% 796
2024
Q4 		$308K Sell
13,561
-4,711
-26% -$109K 0.01% 830
2024
Q3 		$434K Buy
18,272
+4,246
+30% +$99.4K 0.02% 633
2024
Q2 		$320K Buy
14,026
+894
+7% +$20.3K 0.02% 745
2024
Q1 		$302K Sell
13,132
-4,462
-25% -$103K 0.02% 721
2023
Q4 		$410K Buy
+17,594
New +$394K 0.02% 602
2023
Q2 		– Sell
-274,476
Closed -$6.44M – 886
2023
Q1 		$6.44M Buy
+274,476
New +$6.39M 0.41% 55

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

MGO One Seven's SCHZ Position: Q2 2026 in Review

MGO One Seven increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q2 2026, buying an estimated $98.5K and bringing the position to 46,641 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #689.

MGO One Seven first reported a position in SCHZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.44M in Q1 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • MGO One Seven held 46,641 shares of Schwab US Aggregate Bond ETF worth $1.08M as of Q2 2026.
  • MGO One Seven bought 4,258 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $98.5K.
  • Schwab US Aggregate Bond ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #689 holding.
  • MGO One Seven first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • MGO One Seven's Schwab US Aggregate Bond ETF position peaked at $6.44M in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.