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Midwest Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Midwest Financial 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
2026
Q2 		$7.73M Buy
334,025
+22,783
+7% +$527K 2.71% 10
2026
Q1 		$7.23M Buy
311,242
+8,923
+3% +$209K 3.08% 7
2025
Q4 		$7.07M Buy
302,319
+45,409
+18% +$1.07M 3.12% 7
2025
Q3 		$6.03M Buy
256,910
+6,138
+2% +$143K 2.87% 8
2025
Q2 		$5.83M Buy
250,772
+39,046
+18% +$896K 3.06% 8
2025
Q1 		$4.9M Buy
211,726
+123,407
+140% +$2.83M 2.85% 9
2024
Q4 		$2M Buy
88,319
+5,687
+7% +$131K 1.15% 24
2024
Q3 		$1.96M Buy
82,632
+950
+1% +$22.2K 1.15% 25
2024
Q2 		$1.86M Buy
81,682
+3,120
+4% +$70.7K 1.18% 25
2024
Q1 		$1.81M Buy
78,562
+36
+0% +$828 1.21% 23
2023
Q4 		$1.83M Sell
78,526
-1,024
-1% -$22.9K 1.37% 20
2023
Q3 		$1.76M Buy
79,550
+2,030
+3% +$46K 1.49% 19
2023
Q2 		$1.79M Buy
77,520
+2,836
+4% +$66K 1.52% 15
2023
Q1 		$1.75M Buy
+74,684
New +$1.74M 1.61% 15

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

Midwest Financial Group's SCHZ Position: Q2 2026 in Review

Midwest Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.3% in Q2 2026, buying an estimated $527K and bringing the position to 334,025 shares worth $7.73M. The position accounts for 2.71% of the portfolio, ranked #10.

Midwest Financial Group first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Midwest Financial Group held 334,025 shares of Schwab US Aggregate Bond ETF worth $7.73M as of Q2 2026.
  • Midwest Financial Group bought 22,783 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $527K.
  • Schwab US Aggregate Bond ETF made up 2.71% of Midwest Financial Group's portfolio in Q2 2026, its #10 holding.
  • Midwest Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.