MCA
SCHZ icon

Midwest Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Midwest Capital Advisors’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 		$316K Sell
13,682
-7,300
-35% -$169K 0.13% 47
2026
Q1 		$487K Sell
20,982
-59,535
-74% -$1.39M 0.23% 35
2025
Q4 		$1.88M Buy
80,517
+58,073
+259% +$1.36M 0.9% 23
2025
Q3 		$527K Sell
22,444
-71,102
-76% -$1.65M 0.25% 33
2025
Q2 		$2.17M Sell
93,546
-80,094
-46% -$1.84M 1.15% 19
2025
Q1 		$4.02M Sell
173,640
-52,174
-23% -$1.2M 2.47% 13
2024
Q4 		$5.13M Buy
+225,814
New +$5.22M 3.75% 7

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 $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
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

Midwest Capital Advisors's SCHZ Position: Q2 2026 in Review

Midwest Capital Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 35% in Q2 2026, selling an estimated $169K and leaving 13,682 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #47.

Midwest Capital Advisors first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13M in Q4 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Midwest Capital Advisors held 13,682 shares of Schwab US Aggregate Bond ETF worth $316K as of Q2 2026.
  • Midwest Capital Advisors sold 7,300 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $169K.
  • Schwab US Aggregate Bond ETF made up 0.13% of Midwest Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Midwest Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Midwest Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $5.13M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.