MidAtlantic Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MidAtlantic Capital Management’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	$230K	Buy	9,962 +61	+0.6%	+$1.41K	0.14%	81
2026 Q1	$230K	Hold	9,901	–	–	0.16%	81
2025 Q4	$231K	Hold	9,901	–	–	0.15%	80
2025 Q3	$232K	Sell	9,901 -43	-0.4%	-$999	0.16%	78
2025 Q2	$231K	Hold	9,944	–	–	0.16%	79
2025 Q1	$230K	Sell	9,944 -18	-0.2%	-$412	0.18%	78
2024 Q4	$226K	Sell	9,962 -1,824	-15%	-$42.1K	0.17%	79
2024 Q3	$280K	Sell	11,786 -94	-0.8%	-$2.2K	0.2%	70
2024 Q2	$271K	Sell	11,880 -700	-6%	-$15.9K	0.23%	68
2024 Q1	$289K	Hold	12,580	–	–	0.25%	68
2023 Q4	$293K	Buy	+12,580	New	+$281K	0.29%	65

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

MidAtlantic Capital Management's SCHZ Position: Q2 2026 in Review

MidAtlantic Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.62% in Q2 2026, buying an estimated $1.41K and bringing the position to 9,962 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #81.

MidAtlantic Capital Management first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q4 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

MidAtlantic Capital Management held 9,962 shares of Schwab US Aggregate Bond ETF worth $230K as of Q2 2026.
MidAtlantic Capital Management bought 61 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.41K.
Schwab US Aggregate Bond ETF made up 0.14% of MidAtlantic Capital Management's portfolio in Q2 2026, its #81 holding.
MidAtlantic Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Schwab US Aggregate Bond ETF position peaked at $293K in Q4 2023.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.