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Plum Street Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Plum Street 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 		$29.6M Buy
1,280,658
+82,255
+7% +$1.9M 9.46% 1
2026
Q1 		$27.8M Buy
1,198,403
+67,462
+6% +$1.58M 9.64% 1
2025
Q4 		$26.4M Buy
1,130,941
+138,845
+14% +$3.26M 9.41% 1
2025
Q3 		$23.3M Buy
992,096
+63,215
+7% +$1.47M 8.99% 1
2025
Q2 		$21.6M Sell
928,881
-20,186
-2% -$463K 9.52% 1
2025
Q1 		$22M Buy
949,067
+3,006
+0.3% +$68.9K 10.59% 1
2024
Q4 		$21.5M Buy
946,061
+96,659
+11% +$2.23M 10.6% 1
2024
Q3 		$20.2M Buy
849,402
+73,578
+9% +$1.72M 10.22% 2
2024
Q2 		$17.7M Sell
775,824
-73,578
-9% -$1.67M 10.31% 2
2024
Q1 		$20.2M Buy
849,402
+236,220
+39% +$5.43M 10.22% 2
2023
Q4 		$14.3M Buy
+613,182
New +$13.7M 9.52% 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 $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

Plum Street Advisors's SCHZ Position: Q2 2026 in Review

Plum Street Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.9% in Q2 2026, buying an estimated $1.9M and bringing the position to 1,280,658 shares worth $29.6M. The position accounts for 9.46% of the portfolio, ranked #1.

Plum Street Advisors first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Plum Street Advisors held 1,280,658 shares of Schwab US Aggregate Bond ETF worth $29.6M as of Q2 2026.
  • Plum Street Advisors bought 82,255 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.9M.
  • Schwab US Aggregate Bond ETF made up 9.46% of Plum Street Advisors's portfolio in Q2 2026, its #1 holding.
  • Plum Street Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.