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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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 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. 199 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.
  • 199 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.