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

Pinnacle Family 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
Q1 		$975K Sell
41,998
-229
-0.5% -$5.36K 0.46% 44
2025
Q4 		$987K Buy
42,227
+2,123
+5% +$49.9K 0.43% 46
2025
Q3 		$941K Buy
40,104
+1,330
+3% +$30.9K 0.41% 41
2025
Q2 		$901K Sell
38,774
-3,124
-7% -$71.7K 0.44% 43
2025
Q1 		$970K Buy
41,898
+2,133
+5% +$48.9K 0.53% 42
2024
Q4 		$903K Buy
39,765
+1,451
+4% +$33.5K 0.44% 46
2024
Q3 		$910K Buy
38,314
+1,184
+3% +$27.7K 0.47% 45
2024
Q2 		$846K Sell
37,130
-1,736
-4% -$39.3K 0.47% 41
2024
Q1 		$894K Buy
38,866
+316
+0.8% +$7.27K 0.48% 37
2023
Q4 		$899K Sell
38,550
-2,840
-7% -$63.5K 0.53% 36
2023
Q3 		$915K Sell
41,390
-4,344
-9% -$98.4K 0.52% 29
2023
Q2 		$1.06M Buy
45,734
+5,700
+14% +$133K 0.57% 30
2023
Q1 		$939K Buy
40,034
+4,754
+13% +$111K 0.57% 38
2022
Q4 		$805K Sell
35,280
-1,394
-4% -$31.7K 0.58% 39
2022
Q3 		$831K Sell
36,674
-578
-2% -$13.8K 0.72% 29
2022
Q2 		$892K Buy
37,252
+4,040
+12% +$97.8K 0.73% 28
2022
Q1 		$840K Buy
+33,212
New +$863K 0.45% 37

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Pinnacle Family Advisors's SCHZ Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.54% in Q1 2026, selling an estimated $5.36K and leaving 41,998 shares worth $975K. The position accounts for 0.46% of the portfolio, ranked #44.

Pinnacle Family Advisors first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q2 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Pinnacle Family Advisors held 41,998 shares of Schwab US Aggregate Bond ETF worth $975K as of Q1 2026.
  • Pinnacle Family Advisors sold 229 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $5.36K.
  • Schwab US Aggregate Bond ETF made up 0.46% of Pinnacle Family Advisors's portfolio in Q1 2026, its #44 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Family Advisors's Schwab US Aggregate Bond ETF position peaked at $1.06M in Q2 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.