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 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%	+$9.53K	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

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

PWMG

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

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

BDFN

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

MKD Wealth Coaches's SCHZ Position: Q2 2026 in Review

MKD Wealth Coaches increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q2 2026, buying an estimated $64.2K and bringing the position to 15,539 shares worth $359K. The position accounts for 0.31% of the portfolio, ranked #19.

MKD Wealth Coaches first reported a position in SCHZ in Q4 2018 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

MKD Wealth Coaches held 15,539 shares of Schwab US Aggregate Bond ETF worth $359K as of Q2 2026.
MKD Wealth Coaches bought 2,773 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $64.2K.
Schwab US Aggregate Bond ETF made up 0.31% of MKD Wealth Coaches's portfolio in Q2 2026, its #19 holding.
MKD Wealth Coaches first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 10 quarters since.
203 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.