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Northstar Financial Companies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Northstar Financial Companies’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 		$272K Hold
11,773
– – 0.18% 100
2026
Q1 		$273K Hold
11,773
– – 0.22% 87
2025
Q4 		$275K Buy
11,773
+894
+8% +$21K 0.22% 93
2025
Q3 		$255K Buy
+10,879
New +$253K 0.24% 89

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KBFS
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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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Northstar Financial Companies's SCHZ Position: Q2 2026 in Review

Northstar Financial Companies held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 11,773 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #100.

Northstar Financial Companies first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 449 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Northstar Financial Companies held 11,773 shares of Schwab US Aggregate Bond ETF worth $272K as of Q2 2026.
  • Northstar Financial Companies left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.18% of Northstar Financial Companies's portfolio in Q2 2026, its #100 holding.
  • Northstar Financial Companies first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Northstar Financial Companies's Schwab US Aggregate Bond ETF position peaked at $275K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.