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

PFG Investments’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 		$262K Buy
11,348
+106
+0.9% +$2.45K 0.01% 1026
2026
Q1 		$261K Buy
11,242
+641
+6% +$15K 0.01% 930
2025
Q4 		$248K Buy
10,601
+136
+1% +$3.19K 0.01% 913
2025
Q3 		$246K Sell
10,465
-298
-3% -$6.92K 0.01% 872
2025
Q2 		$250K Buy
+10,763
New +$247K 0.01% 811
2024
Q2 		– Sell
-16,264
Closed -$374K – 1075
2024
Q1 		$374K Buy
+16,264
New +$374K 0.02% 648

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

PFG Investments's SCHZ Position: Q2 2026 in Review

PFG Investments increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.94% in Q2 2026, buying an estimated $2.45K and bringing the position to 11,348 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1026.

PFG Investments first reported a position in SCHZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $374K in Q1 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • PFG Investments held 11,348 shares of Schwab US Aggregate Bond ETF worth $262K as of Q2 2026.
  • PFG Investments bought 106 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.45K.
  • Schwab US Aggregate Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1026 holding.
  • PFG Investments first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • PFG Investments's Schwab US Aggregate Bond ETF position peaked at $374K in Q1 2024.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.