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

Novem 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 		$325K Sell
14,058
-306
-2% -$7.08K 0.03% 341
2026
Q1 		$334K Sell
14,364
-20
-0.1% -$468 0.04% 337
2025
Q4 		$336K Sell
14,384
-225
-2% -$5.28K 0.04% 318
2025
Q3 		$343K Sell
14,609
-267
-2% -$6.2K 0.04% 313
2025
Q2 		$346K Buy
14,876
+2,607
+21% +$59.8K 0.04% 298
2025
Q1 		$284K Sell
12,269
-196
-2% -$4.49K 0.04% 295
2024
Q4 		$283K Buy
+12,465
New +$288K 0.04% 294

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 $103B AUM 28.65% 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

Novem Group's SCHZ Position: Q2 2026 in Review

Novem Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q2 2026, selling an estimated $7.08K and leaving 14,058 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #341.

Novem Group first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Novem Group held 14,058 shares of Schwab US Aggregate Bond ETF worth $325K as of Q2 2026.
  • Novem Group sold 306 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $7.08K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #341 holding.
  • Novem Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Schwab US Aggregate Bond ETF position peaked at $346K in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.