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

Midwest Financial Network’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	$489K	Buy	+21,131	New	+$489K	0.33%	73

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

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

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

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

Midwest Financial Network opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 21,131 shares worth $489K. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Midwest Financial Network held 21,131 shares of Schwab US Aggregate Bond ETF worth $489K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Midwest Financial Network position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.33% of Midwest Financial Network's portfolio in Q2 2026, its #73 holding.
254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.