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Peak Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Peak Financial Management’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 		$9.8M Buy
423,666
+30,286
+8% +$701K 2.25% 19
2026
Q1 		$9.13M Buy
393,380
+40,002
+11% +$936K 2.32% 19
2025
Q4 		$8.26M Buy
353,378
+14,589
+4% +$343K 2.13% 19
2025
Q3 		$7.95M Buy
338,789
+14,736
+5% +$342K 2.1% 19
2025
Q2 		$7.53M Buy
324,053
+23,634
+8% +$542K 2.14% 16
2025
Q1 		$6.96M Buy
300,419
+24,471
+9% +$561K 2.08% 19
2024
Q4 		$6.26M Buy
275,948
+25,508
+10% +$589K 1.88% 19
2024
Q3 		$5.95M Buy
250,440
+14,058
+6% +$329K 1.75% 20
2024
Q2 		$5.39M Buy
236,382
+22,588
+11% +$512K 1.69% 22
2024
Q1 		$4.92M Buy
213,794
+11,790
+6% +$271K 1.56% 23
2023
Q4 		$4.71M Sell
202,004
-20,548
-9% -$460K 1.58% 23
2023
Q3 		$4.92M Buy
222,552
+56,374
+34% +$1.28M 1.79% 22
2023
Q2 		$3.84M Buy
166,178
+5,102
+3% +$119K 1.37% 28
2023
Q1 		$3.78M Buy
161,076
+5,718
+4% +$133K 1.41% 28
2022
Q4 		$3.55M Buy
155,358
+1,302
+0.8% +$29.6K 1.39% 29
2022
Q3 		$3.49M Buy
154,056
+5,506
+4% +$131K 1.46% 28
2022
Q2 		$3.56M Sell
148,550
-154
-0.1% -$3.73K 1.37% 28
2022
Q1 		$3.76M Sell
148,704
-4,206
-3% -$109K 1.26% 29
2021
Q4 		$4.12M Sell
152,910
-8,848
-5% -$239K 1.33% 29
2021
Q3 		$4.39M Buy
161,758
+10,864
+7% +$298K 1.49% 28
2021
Q2 		$4.12M Buy
150,894
+8,416
+6% +$228K 1.4% 28
2021
Q1 		$3.84M Buy
142,478
+9,824
+7% +$270K 1.39% 28
2020
Q4 		$3.72M Buy
132,654
+8,944
+7% +$250K 1.4% 29
2020
Q3 		$3.47M Buy
123,710
+7,546
+6% +$213K 1.5% 28
2020
Q2 		$3.27M Sell
116,164
-18,952
-14% -$527K 1.53% 27
2020
Q1 		$3.67M Buy
135,116
+5,188
+4% +$140K 1.87% 24
2019
Q4 		$3.47M Buy
129,928
+3,298
+3% +$88.4K 1.48% 27
2019
Q3 		$3.41M Sell
126,630
-570
-0.4% -$15.2K 1.51% 25
2019
Q2 		$3.37M Buy
127,200
+1,050
+0.8% +$27.3K 1.51% 25
2019
Q1 		$3.27M Sell
126,150
-4,000
-3% -$102K 1.5% 25
2018
Q4 		$3.29M Buy
130,150
+5,918
+5% +$148K 1.62% 23
2018
Q3 		$3.12M Buy
124,232
+12,332
+11% +$311K 1.4% 22
2018
Q2 		$2.83M Buy
111,900
+34,160
+44% +$863K 1.31% 24
2018
Q1 		$1.98M Buy
77,740
+53,650
+223% +$1.37M 0.94% 28
2017
Q4 		$627K Buy
24,090
+7,800
+48% +$203K 0.24% 31
2017
Q3 		$426K Buy
16,290
+30
+0.2% +$786 0.16% 34
2017
Q2 		$425K Buy
16,260
+990
+6% +$25.8K 0.17% 31
2017
Q1 		$395K Buy
15,270
+5,400
+55% +$139K 0.16% 31
2016
Q4 		$254K Buy
+9,870
New +$258K 0.11% 34

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 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

Peak Financial Management's SCHZ Position: Q2 2026 in Review

Peak Financial Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.7% in Q2 2026, buying an estimated $701K and bringing the position to 423,666 shares worth $9.8M. The position accounts for 2.25% of the portfolio, ranked #19.

Peak Financial Management first reported a position in SCHZ in Q4 2016 and has held it in 39 quarters since. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Peak Financial Management held 423,666 shares of Schwab US Aggregate Bond ETF worth $9.8M as of Q2 2026.
  • Peak Financial Management bought 30,286 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $701K.
  • Schwab US Aggregate Bond ETF made up 2.25% of Peak Financial Management's portfolio in Q2 2026, its #19 holding.
  • Peak Financial Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.