MYeCFO’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MYeCFO’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	$12.6M	Buy	570,273 +7,353	+1%	+$167K	4.73%	5
2026 Q2	$13M	Buy	562,920 +36,233	+7%	+$838K	4.91%	5
2026 Q1	$12.2M	Buy	526,687 +13,316	+3%	+$312K	5.12%	5
2025 Q4	$12M	Buy	513,371 +17,847	+4%	+$419K	5.09%	5
2025 Q3	$11.6M	Buy	495,524 +12,476	+3%	+$290K	5.29%	5
2025 Q2	$11.2M	Buy	483,048 +860	+0.2%	+$19.7K	5.51%	5
2025 Q1	$11.2M	Buy	482,188 +5,425	+1%	+$124K	5.91%	5
2024 Q4	$10.8M	Buy	476,763 +8,551	+2%	+$198K	5.84%	5
2024 Q3	$11.1M	Buy	468,212 +11,442	+3%	+$268K	6.03%	5
2024 Q2	$10.4M	Buy	456,770 +10,984	+2%	+$249K	6%	5
2024 Q1	$10.3M	Buy	445,786 +2,946	+0.7%	+$67.7K	6.01%	5
2023 Q4	$10.3M	Buy	442,840 +28,646	+7%	+$641K	6.51%	5
2023 Q3	$9.16M	Buy	414,194 +38,256	+10%	+$867K	6.35%	5
2023 Q2	$8.68M	Buy	375,938 +22,690	+6%	+$528K	6.31%	5
2023 Q1	$8.29M	Sell	353,248 -96,592	-21%	-$2.25M	6.21%	5
2022 Q4	$10.3M	Buy	+449,840	New	+$10.2M	8.44%	4

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

MYeCFO's SCHZ Position: Q3 2026 in Review

MYeCFO increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.3% in Q3 2026, buying an estimated $167K and bringing the position to 570,273 shares worth $12.6M. The position accounts for 4.73% of the portfolio, ranked #5.

MYeCFO first reported a position in SCHZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $13M in Q2 2026. 328 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

MYeCFO held 570,273 shares of Schwab US Aggregate Bond ETF worth $12.6M as of Q3 2026.
MYeCFO bought 7,353 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $167K.
Schwab US Aggregate Bond ETF made up 4.73% of MYeCFO's portfolio in Q3 2026, its #5 holding.
MYeCFO first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
MYeCFO's Schwab US Aggregate Bond ETF position peaked at $13M in Q2 2026.
328 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.