MKD Wealth Coaches
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MKD Wealth Coaches’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MKD Wealth Coaches’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 		$352K Buy
15,928
+389
+3% +$8.84K 0.29% 23
2026
Q2 		$359K Buy
15,539
+2,773
+22% +$64.2K 0.31% 19
2026
Q1 		$296K Buy
12,766
+264
+2% +$6.18K 0.29% 21
2025
Q4 		$292K Buy
12,502
+406
+3% +$9.5K 0.29% 20
2025
Q3 		$284K Buy
12,096
+332
+3% +$7.71K 0.28% 22
2025
Q2 		$273K Buy
11,764
+330
+3% +$7.57K 0.29% 21
2025
Q1 		$265K Buy
11,434
+1,847
+19% +$42.3K 0.3% 20
2024
Q4 		$218K Buy
+9,587
New +$221K 0.22% 25
2019
Q3 		– Sell
-1,980
Closed -$52K – 170
2019
Q2 		$52K Buy
1,980
+30
+2% +$780 0.05% 90
2019
Q1 		$51K Buy
1,950
+24
+1% +$612 0.05% 83
2018
Q4 		$49K Buy
+1,926
New +$48.1K 0.06% 81

Other funds holding SCHZ

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

MKD Wealth Coaches's SCHZ Position: Q3 2026 in Review

MKD Wealth Coaches increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.5% in Q3 2026, buying an estimated $8.84K and bringing the position to 15,928 shares worth $352K. The position accounts for 0.29% of the portfolio, ranked #23.

MKD Wealth Coaches first reported a position in SCHZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $359K in Q2 2026. 424 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • MKD Wealth Coaches held 15,928 shares of Schwab US Aggregate Bond ETF worth $352K as of Q3 2026.
  • MKD Wealth Coaches bought 389 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $8.84K.
  • Schwab US Aggregate Bond ETF made up 0.29% of MKD Wealth Coaches's portfolio in Q3 2026, its #23 holding.
  • MKD Wealth Coaches first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 11 quarters since.
  • MKD Wealth Coaches's Schwab US Aggregate Bond ETF position peaked at $359K in Q2 2026.
  • 424 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.