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MSH Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MSH Capital Advisors’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 		$1.66M Buy
71,656
+9,357
+15% +$217K 0.29% 90
2026
Q1 		$1.45M Buy
62,299
+1,549
+3% +$36.3K 0.31% 86
2025
Q4 		$1.42M Buy
60,750
+32
+0.1% +$751 0.3% 91
2025
Q3 		$1.43M Buy
60,718
+6,406
+12% +$149K 0.38% 75
2025
Q2 		$1.26M Buy
54,312
+15,328
+39% +$352K 0.36% 78
2025
Q1 		$903K Buy
38,984
+15,818
+68% +$362K 0.28% 97
2024
Q4 		$526K Buy
23,166
+2,064
+10% +$47.7K 0.17% 146
2024
Q3 		$501K Buy
21,102
+6,390
+43% +$150K 0.15% 147
2024
Q2 		$335K Buy
+14,712
New +$333K 0.11% 174

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

MSH Capital Advisors's SCHZ Position: Q2 2026 in Review

MSH Capital Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2026, buying an estimated $217K and bringing the position to 71,656 shares worth $1.66M. The position accounts for 0.29% of the portfolio, ranked #90.

MSH Capital Advisors first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • MSH Capital Advisors held 71,656 shares of Schwab US Aggregate Bond ETF worth $1.66M as of Q2 2026.
  • MSH Capital Advisors bought 9,357 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $217K.
  • Schwab US Aggregate Bond ETF made up 0.29% of MSH Capital Advisors's portfolio in Q2 2026, its #90 holding.
  • MSH Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.