New Harbor Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

New Harbor Financial 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	$605K	Buy	26,162 +5,262	+25%	+$122K	0.1%	43
2026 Q1	$485K	Hold	20,900	–	–	0.09%	36
2025 Q4	$488K	Hold	20,900	–	–	0.09%	33
2025 Q3	$491K	Hold	20,900	–	–	0.1%	32
2025 Q2	$486K	Hold	20,900	–	–	0.11%	26
2025 Q1	$484K	Hold	20,900	–	–	0.13%	23
2024 Q4	$474K	Hold	20,900	–	–	0.14%	33
2024 Q3	$497K	Hold	20,900	–	–	0.13%	32
2024 Q2	$476K	Hold	20,900	–	–	0.14%	30
2024 Q1	$481K	Hold	20,900	–	–	0.15%	29
2023 Q4	$487K	Hold	20,900	–	–	0.18%	23
2023 Q3	$462K	Hold	20,900	–	–	0.15%	23
2023 Q2	$482K	Buy	+20,900	New	+$486K	0.13%	24

Other funds holding SCHZ

CST

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

New Harbor Financial Group's SCHZ Position: Q2 2026 in Review

New Harbor Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 25% in Q2 2026, buying an estimated $122K and bringing the position to 26,162 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #43.

New Harbor Financial Group first reported a position in SCHZ in Q2 2023 and has held it in 13 quarters since. 254 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

New Harbor Financial Group held 26,162 shares of Schwab US Aggregate Bond ETF worth $605K as of Q2 2026.
New Harbor Financial Group bought 5,262 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $122K.
Schwab US Aggregate Bond ETF made up 0.1% of New Harbor Financial Group's portfolio in Q2 2026, its #43 holding.
New Harbor Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
254 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.