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Phil A. Younker & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Phil A. Younker & Associates’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 		$32.8M Sell
1,419,857
-150,238
-10% -$3.48M 22.13% 1
2026
Q1 		$36.5M Buy
1,570,095
+101,962
+7% +$2.39M 24.31% 1
2025
Q4 		$34.3M Buy
1,468,133
+262,162
+22% +$6.16M 23.92% 1
2025
Q3 		$28.3M Buy
1,205,971
+355,717
+42% +$8.26M 21.68% 1
2025
Q2 		$19.8M Sell
850,254
-108,306
-11% -$2.49M 19.48% 2
2025
Q1 		$22.2M Sell
958,560
-24,477
-2% -$561K 21.85% 1
2024
Q4 		$22.3M Buy
+983,037
New +$22.7M 22.3% 2

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

Phil A. Younker & Associates's SCHZ Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.6% in Q2 2026, selling an estimated $3.48M and leaving 1,419,857 shares worth $32.8M. The position accounts for 22.13% of the portfolio, ranked #1.

Phil A. Younker & Associates first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.5M in Q1 2026. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Phil A. Younker & Associates held 1,419,857 shares of Schwab US Aggregate Bond ETF worth $32.8M as of Q2 2026.
  • Phil A. Younker & Associates sold 150,238 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.48M.
  • Schwab US Aggregate Bond ETF made up 22.13% of Phil A. Younker & Associates's portfolio in Q2 2026, its #1 holding.
  • Phil A. Younker & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Phil A. Younker & Associates's Schwab US Aggregate Bond ETF position peaked at $36.5M in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.