MML Investors Services
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MML Investors Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MML Investors Services’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 		$3.78M Buy
163,238
+27,085
+20% +$627K 0.01% 1152
2026
Q1 		$3.16M Buy
136,153
+23,270
+21% +$545K 0.01% 1063
2025
Q4 		$2.64M Sell
112,883
-4,905
-4% -$115K 0.01% 1227
2025
Q3 		$2.76M Sell
117,788
-66,158
-36% -$1.54M 0.01% 1145
2025
Q2 		$4.28M Sell
183,946
-52,149
-22% -$1.2M 0.01% 856
2025
Q1 		$5.47M Buy
236,095
+13,501
+6% +$309K 0.02% 693
2024
Q4 		$5.05M Buy
222,594
+8,892
+4% +$205K 0.02% 703
2024
Q3 		$5.08M Buy
213,702
+15,822
+8% +$370K 0.02% 678
2024
Q2 		$4.51M Buy
197,880
+1,070
+0.5% +$24.3K 0.02% 681
2024
Q1 		$4.53M Buy
196,810
+4,208
+2% +$96.8K 0.02% 678
2023
Q4 		$4.49M Buy
192,602
+22,610
+13% +$506K 0.02% 649
2023
Q3 		$3.76M Buy
169,992
+142,220
+512% +$3.22M 0.02% 655
2023
Q2 		$641K Buy
27,772
+42
+0.2% +$977 ﹤0.01% 1479
2023
Q1 		$650K Sell
27,730
-26,938
-49% -$627K ﹤0.01% 1283
2022
Q4 		$1.25M Buy
54,668
+16,320
+43% +$372K 0.01% 1026
2022
Q3 		$869K Sell
38,348
-830
-2% -$19.8K 0.01% 1133
2022
Q2 		$938K Sell
39,178
-9,716
-20% -$235K 0.01% 1074
2022
Q1 		$1.24M Sell
48,894
-932
-2% -$24.2K 0.01% 996
2021
Q4 		$1.34M Buy
49,826
+2,278
+5% +$61.6K 0.01% 939
2021
Q3 		$1.29M Sell
47,548
-2,670
-5% -$73.2K 0.01% 912
2021
Q2 		$1.37M Buy
50,218
+7,820
+18% +$212K 0.01% 871
2021
Q1 		$1.14M Sell
42,398
-6,508
-13% -$179K 0.01% 865
2020
Q4 		$1.37M Sell
48,906
-13,598
-22% -$380K 0.01% 713
2020
Q3 		$1.75M Buy
62,504
+14,890
+31% +$420K 0.02% 561
2020
Q2 		$1.34M Buy
47,614
+21,098
+80% +$587K 0.02% 626
2020
Q1 		$720K Sell
26,516
-1,848
-7% -$49.9K 0.01% 725
2019
Q4 		$758K Buy
28,364
+484
+2% +$13K 0.01% 844
2019
Q3 		$751K Buy
27,880
+260
+0.9% +$6.95K 0.01% 793
2019
Q2 		$732K Buy
27,620
+2,056
+8% +$53.5K 0.01% 856
2019
Q1 		$663K Sell
25,564
-17,788
-41% -$454K 0.01% 878
2018
Q4 		$1.1M Buy
43,352
+2,452
+6% +$61.2K 0.02% 608
2018
Q3 		$1.03M Sell
40,900
-19,812
-33% -$500K 0.02% 658
2018
Q2 		$1.54M Sell
60,712
-308
-0.5% -$7.78K 0.03% 431
2018
Q1 		$1.56M Buy
61,020
+3,440
+6% +$88K 0.03% 411
2017
Q4 		$1.5M Buy
57,580
+25,400
+79% +$663K 0.03% 420
2017
Q3 		$842K Buy
32,180
+19,550
+155% +$512K 0.02% 572
2017
Q2 		$330K Buy
+12,630
New +$329K 0.01% 932

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

MML Investors Services's SCHZ Position: Q2 2026 in Review

MML Investors Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 20% in Q2 2026, buying an estimated $627K and bringing the position to 163,238 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #1152.

MML Investors Services first reported a position in SCHZ in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.47M in Q1 2025. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • MML Investors Services held 163,238 shares of Schwab US Aggregate Bond ETF worth $3.78M as of Q2 2026.
  • MML Investors Services bought 27,085 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $627K.
  • Schwab US Aggregate Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1152 holding.
  • MML Investors Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's Schwab US Aggregate Bond ETF position peaked at $5.47M in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.