Professional Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Professional Financial 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	$262K	Buy	11,307 +1,715	+18%	+$39.7K	0.05%	123
2026 Q1	$223K	Sell	9,592 -65	-0.7%	-$1.52K	0.05%	134
2025 Q4	$226K	Sell	9,657 -132	-1%	-$3.1K	0.05%	124
2025 Q3	$230K	Buy	+9,789	New	+$227K	0.05%	117
2025 Q2	–	Sell	-9,865	Closed	-$228K	–	119
2025 Q1	$228K	Buy	+9,865	New	+$226K	0.06%	100
2022 Q4	–	Sell	-4,946	Closed	-$112K	–	377
2022 Q3	$112K	Buy	4,946 +8	+0.2%	+$190	0.07%	94
2022 Q2	$118K	Buy	4,938 +3,734	+310%	+$90.4K	0.07%	101
2022 Q1	$30K	Buy	+1,204	New	+$31.3K	0.01%	195

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

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

Professional Financial Advisors's SCHZ Position: Q2 2026 in Review

Professional Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q2 2026, buying an estimated $39.7K and bringing the position to 11,307 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #123.

Professional Financial Advisors first reported a position in SCHZ in Q1 2022 and has held it in 8 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Professional Financial Advisors held 11,307 shares of Schwab US Aggregate Bond ETF worth $262K as of Q2 2026.
Professional Financial Advisors bought 1,715 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $39.7K.
Schwab US Aggregate Bond ETF made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #123 holding.
Professional Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 8 quarters since.
673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.