PFA
SCHZ icon

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
Q2 		$1.02M Buy
44,001
+2,003
+5% +$46.3K 0.43% 45
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 $1.81T 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 $104B AUM 28.3% 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

Pinnacle Family Advisors's SCHZ Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.8% in Q2 2026, buying an estimated $46.3K and bringing the position to 44,001 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #45.

Pinnacle Family Advisors first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Pinnacle Family Advisors held 44,001 shares of Schwab US Aggregate Bond ETF worth $1.02M as of Q2 2026.
  • Pinnacle Family Advisors bought 2,003 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $46.3K.
  • Schwab US Aggregate Bond ETF made up 0.43% of Pinnacle Family Advisors's portfolio in Q2 2026, its #45 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Pinnacle Family Advisors's Schwab US Aggregate Bond ETF position peaked at $1.06M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.