OMC Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

OMC Financial Services’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	–	Sell	-55,050	Closed	-$1.27M	–	56
2026 Q2	$1.27M	Sell	55,050 -250	-0.5%	-$5.78K	0.42%	36
2026 Q1	$1.28M	Sell	55,300 -100	-0.2%	-$2.34K	0.5%	37
2025 Q4	$1.29M	Hold	55,400	–	–	0.48%	37
2025 Q3	$1.3M	Sell	55,400 -1,350	-2%	-$31.4K	0.48%	37
2025 Q2	$1.32M	Sell	56,750 -2,750	-5%	-$63.1K	0.54%	36
2025 Q1	$1.38M	Sell	59,500 -200	-0.3%	-$4.58K	0.62%	32
2024 Q4	$1.36M	Sell	59,700 -1,400	-2%	-$32.3K	0.58%	32
2024 Q3	$1.39M	Hold	61,100	–	–	0.66%	29
2024 Q2	$1.39M	Hold	61,100	–	–	0.66%	30
2024 Q1	$1.4M	Buy	+61,100	New	+$1.4M	0.71%	26

Other funds holding SCHZ

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.08B AUM 5.43% 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

OMC Financial Services's SCHZ Position: Q3 2026 in Review

OMC Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026, closing a stake of 55,050 shares — an estimated $1.27M sold.

OMC Financial Services first reported a position in SCHZ in Q1 2024 and held it in 10 quarters. The position peaked at $1.4M in Q1 2024. 424 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

OMC Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
OMC Financial Services sold 55,050 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.27M.
OMC Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 10 quarters.
OMC Financial Services's Schwab US Aggregate Bond ETF position peaked at $1.4M in Q1 2024.
424 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.