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MJT & Associates Financial Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$89 Hold
4
– – ﹤0.01% 431
2026
Q2 		$93 Hold
4
– – ﹤0.01% 456
2026
Q1 		$93 Hold
4
– – ﹤0.01% 435
2025
Q4 		$94 Hold
4
– – ﹤0.01% 437
2025
Q3 		$94 Hold
4
– – ﹤0.01% 452
2025
Q2 		$93 Hold
4
– – ﹤0.01% 463
2025
Q1 		$93 Buy
+4
New +$92 ﹤0.01% 471

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHZ Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2026 at 4 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #431.

MJT & Associates Financial Advisory first reported a position in SCHZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $94 in Q4 2025. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • MJT & Associates Financial Advisory held 4 shares of Schwab US Aggregate Bond ETF worth $89 as of Q3 2026.
  • MJT & Associates Financial Advisory left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #431 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Schwab US Aggregate Bond ETF position peaked at $94 in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.