Mowery & Schoenfeld Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$162	Buy	+7	New	+$162	﹤0.01%	358

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SCHZ Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 7 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 7 shares of Schwab US Aggregate Bond ETF worth $162 as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #358 holding.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.