PCS
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Private Client Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Private Client 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
Q3 		$202K Hold
9,138
– – 0.05% 229
2026
Q2 		$211K Sell
9,138
-430
-4% -$9.95K 0.06% 218
2026
Q1 		$222K Sell
9,568
-1,395
-13% -$32.6K 0.07% 192
2025
Q4 		$256K Sell
10,963
-3,559
-25% -$83.6K 0.08% 165
2025
Q3 		$341K Sell
14,522
-40,495
-74% -$941K 0.11% 133
2025
Q2 		$1.28M Buy
+55,017
New +$1.26M 0.5% 52

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Private Client Services's SCHZ Position: Q3 2026 in Review

Private Client Services held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2026 at 9,138 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #229.

Private Client Services first reported a position in SCHZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2025. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Private Client Services held 9,138 shares of Schwab US Aggregate Bond ETF worth $202K as of Q3 2026.
  • Private Client Services left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2026.
  • Schwab US Aggregate Bond ETF made up 0.05% of Private Client Services's portfolio in Q3 2026, its #229 holding.
  • Private Client Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Private Client Services's Schwab US Aggregate Bond ETF position peaked at $1.28M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.