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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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHZ Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 4 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #456.

MJT & Associates Financial Advisory first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $94 in Q4 2025. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • MJT & Associates Financial Advisory held 4 shares of Schwab US Aggregate Bond ETF worth $93 as of Q2 2026.
  • MJT & Associates Financial Advisory left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #456 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Schwab US Aggregate Bond ETF position peaked at $94 in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.