PIMG
SCHZ icon

Patriot Investment Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Patriot Investment Management 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 		$3.27M Buy
141,564
+561
+0.4% +$13K 0.19% 53
2026
Q1 		$3.27M Sell
141,003
-1,328
-0.9% -$31.1K 0.21% 52
2025
Q4 		$3.33M Sell
142,331
-1,398
-1% -$32.8K 0.21% 52
2025
Q3 		$3.37M Sell
143,729
-4,959
-3% -$115K 0.22% 51
2025
Q2 		$3.46M Buy
148,688
+4,368
+3% +$100K 0.24% 51
2025
Q1 		$3.34M Sell
144,320
-21,902
-13% -$502K 0.25% 47
2024
Q4 		$3.77M Sell
166,222
-4,766
-3% -$110K 0.28% 48
2024
Q3 		$4.06M Sell
170,988
-6,178
-3% -$145K 0.3% 45
2024
Q2 		$4.04M Sell
177,166
-12,250
-6% -$278K 0.32% 45
2024
Q1 		$4.36M Sell
189,416
-1,600
-0.8% -$36.8K 0.34% 44
2023
Q4 		$4.45M Sell
191,016
-41,994
-18% -$939K 0.38% 42
2023
Q3 		$5.15M Sell
233,010
-179,614
-44% -$4.07M 0.47% 38
2023
Q2 		$9.52M Sell
412,624
-21,270
-5% -$495K 0.8% 26
2023
Q1 		$10.2M Buy
433,894
+4,756
+1% +$111K 0.9% 20
2022
Q4 		$10.1M Sell
429,138
-35,462
-8% -$807K 0.88% 20
2022
Q3 		$10.5M Buy
464,600
+5,654
+1% +$135K 1.09% 19
2022
Q2 		$11M Sell
458,946
-131,936
-22% -$3.19M 1.07% 19
2022
Q1 		$14.9M Buy
590,882
+47,760
+9% +$1.24M 1.29% 16
2021
Q4 		$14.6M Buy
543,122
+17,854
+3% +$483K 1.24% 16
2021
Q3 		$14.3M Buy
525,268
+2,056
+0.4% +$56.4K 1.29% 16
2021
Q2 		$14.3M Buy
523,212
+8,052
+2% +$218K 1.32% 17
2021
Q1 		$13.9M Buy
515,160
+370,098
+255% +$10.2M 1.38% 17
2020
Q4 		$4.06M Sell
145,062
-329,848
-69% -$9.22M 0.61% 27
2020
Q3 		$13.3M Buy
474,910
+17,244
+4% +$486K 1.59% 14
2020
Q2 		$12.9M Buy
457,666
+17,392
+4% +$484K 1.63% 15
2020
Q1 		$11.9M Buy
440,274
+502
+0.1% +$13.6K 1.82% 14
2019
Q4 		$11.7M Sell
439,772
-16,804
-4% -$450K 1.52% 17
2019
Q3 		$12.3M Buy
456,576
+32,254
+8% +$863K 1.71% 14
2019
Q2 		$11.2M Buy
424,322
+43,086
+11% +$1.12M 1.57% 15
2019
Q1 		$9.89M Buy
+381,236
New +$9.73M 1.45% 18

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
RA
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
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

Patriot Investment Management Group's SCHZ Position: Q2 2026 in Review

Patriot Investment Management Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.4% in Q2 2026, buying an estimated $13K and bringing the position to 141,564 shares worth $3.27M. The position accounts for 0.19% of the portfolio, ranked #53.

Patriot Investment Management Group first reported a position in SCHZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.9M in Q1 2022. 275 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Patriot Investment Management Group held 141,564 shares of Schwab US Aggregate Bond ETF worth $3.27M as of Q2 2026.
  • Patriot Investment Management Group bought 561 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $13K.
  • Schwab US Aggregate Bond ETF made up 0.19% of Patriot Investment Management Group's portfolio in Q2 2026, its #53 holding.
  • Patriot Investment Management Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Schwab US Aggregate Bond ETF position peaked at $14.9M in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.