Nalls Sherbakoff Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Nalls Sherbakoff Group’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	$4.98M	Sell	215,306 -4,745	-2%	-$110K	3.54%	4
2026 Q1	$5.11M	Sell	220,051 -4,884	-2%	-$114K	3.76%	4
2025 Q4	$5.26M	Sell	224,935 -23,007	-9%	-$540K	3.79%	4
2025 Q3	$5.82M	Buy	247,942 +5,153	+2%	+$120K	3.93%	4
2025 Q2	$5.64M	Sell	242,789 -3,251	-1%	-$74.6K	4.11%	4
2025 Q1	$5.7M	Buy	+246,040	New	+$5.64M	4.63%	5
2023 Q4	$5.29M	Sell	226,750 -6,792	-3%	-$152K	4.71%	5
2023 Q3	$5.16M	Buy	233,542 +5,342	+2%	+$121K	5.02%	5
2023 Q2	$5.29M	Buy	228,200 +4,986	+2%	+$116K	5.2%	5
2023 Q1	$5.21M	Buy	+223,214	New	+$5.19M	5.19%	5
2018 Q4	$4.06M	Buy	+160,432	New	+$4.01M	6.49%	3

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 $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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Nalls Sherbakoff Group's SCHZ Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.2% in Q2 2026, selling an estimated $110K and leaving 215,306 shares worth $4.98M. The position accounts for 3.54% of the portfolio, ranked #4.

Nalls Sherbakoff Group first reported a position in SCHZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $5.82M in Q3 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Nalls Sherbakoff Group held 215,306 shares of Schwab US Aggregate Bond ETF worth $4.98M as of Q2 2026.
Nalls Sherbakoff Group sold 4,745 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $110K.
Schwab US Aggregate Bond ETF made up 3.54% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #4 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab US Aggregate Bond ETF position peaked at $5.82M in Q3 2025.
673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.