PFG Advisors
SCHZ icon

PFG Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

PFG Advisors’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 		$874K Buy
39,559
+5,266
+15% +$120K 0.04% 394
2026
Q2 		$793K Buy
34,293
+4,231
+14% +$97.9K 0.04% 415
2026
Q1 		$698K Buy
30,062
+6,006
+25% +$141K 0.03% 467
2025
Q4 		$562K Buy
24,056
+1,065
+5% +$25K 0.03% 506
2025
Q3 		$540K Buy
+22,991
New +$534K 0.02% 548
2025
Q2 		– Sell
-11,419
Closed -$264K – 743
2025
Q1 		$264K Sell
11,419
-1,211
-10% -$27.7K 0.01% 620
2024
Q4 		$287K Sell
12,630
-1,650
-12% -$38.1K 0.02% 595
2024
Q3 		$339K Buy
14,280
+32
+0.2% +$749 0.02% 559
2024
Q2 		$325K Sell
14,248
-2,016
-12% -$45.7K 0.02% 532
2024
Q1 		$374K Sell
16,264
-2,776
-15% -$63.8K 0.03% 467
2023
Q4 		$444K Sell
19,040
-39,102
-67% -$875K 0.04% 385
2023
Q3 		$1.29M Sell
58,142
-34,744
-37% -$787K 0.12% 209
2023
Q2 		$2.14M Sell
92,886
-29,288
-24% -$681K 0.16% 160
2023
Q1 		$2.87M Buy
122,174
+4,268
+4% +$99.3K 0.24% 117
2022
Q4 		$2.69M Buy
117,906
+12,396
+12% +$282K 0.26% 98
2022
Q3 		$2.39M Buy
+105,510
New +$2.51M 0.27% 100
2022
Q1 		– Sell
-19,168
Closed -$517K – 521
2021
Q4 		$517K Buy
19,168
+2,618
+16% +$70.8K 0.05% 344
2021
Q3 		$449K Buy
16,550
+3,792
+30% +$104K 0.05% 352
2021
Q2 		$348K Buy
12,758
+3,666
+40% +$99.5K 0.04% 374
2021
Q1 		$245K Buy
9,092
+944
+12% +$25.9K 0.03% 400
2020
Q4 		$228K Buy
8,148
+604
+8% +$16.9K 0.04% 338
2020
Q3 		$210K Buy
7,544
+402
+6% +$11.3K 0.04% 336
2020
Q2 		$201K Buy
+7,142
New +$199K 0.05% 292

Other funds holding SCHZ

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

PFG Advisors's SCHZ Position: Q3 2026 in Review

PFG Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q3 2026, buying an estimated $120K and bringing the position to 39,559 shares worth $874K. The position accounts for 0.04% of the portfolio, ranked #394.

PFG Advisors first reported a position in SCHZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.87M in Q1 2023. 424 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • PFG Advisors held 39,559 shares of Schwab US Aggregate Bond ETF worth $874K as of Q3 2026.
  • PFG Advisors bought 5,266 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $120K.
  • Schwab US Aggregate Bond ETF made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #394 holding.
  • PFG Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • PFG Advisors's Schwab US Aggregate Bond ETF position peaked at $2.87M in Q1 2023.
  • 424 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.