PKS Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

PKS Advisory Services’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	$355K	Buy	+15,368	New	+$356K	0.06%	268

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PKS Advisory Services's SCHZ Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 15,368 shares worth $355K. The stake represents 0.06% of the portfolio and ranks #268 among its holdings.

668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

PKS Advisory Services held 15,368 shares of Schwab US Aggregate Bond ETF worth $355K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new PKS Advisory Services position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.06% of PKS Advisory Services's portfolio in Q2 2026, its #268 holding.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.