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Range Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Range Financial Group’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 		$3.7M Buy
160,119
+6,207
+4% +$144K 1.01% 27
2026
Q1 		$3.57M Buy
153,912
+12,635
+9% +$296K 1.2% 20
2025
Q4 		$3.3M Buy
141,277
+52,448
+59% +$1.23M 1.14% 25
2025
Q3 		$2.08M Buy
88,829
+8,732
+11% +$203K 0.75% 34
2025
Q2 		$1.86M Sell
80,097
-1,658
-2% -$38K 0.73% 39
2025
Q1 		$1.89M Buy
81,755
+7,482
+10% +$171K 0.84% 32
2024
Q4 		$1.69M Buy
+74,273
New +$1.72M 0.78% 37
2024
Q3 		– Sell
-63,932
Closed -$1.46M – 163
2024
Q2 		$1.46M Buy
63,932
+5,048
+9% +$114K 0.74% 41
2024
Q1 		$1.35M Buy
58,884
+7,836
+15% +$180K 0.7% 46
2023
Q4 		$1.19M Buy
51,048
+166
+0.3% +$3.71K 0.72% 48
2023
Q3 		$1.13M Buy
50,882
+1,542
+3% +$34.9K 0.74% 48
2023
Q2 		$1.14M Buy
49,340
+5,338
+12% +$124K 0.72% 53
2023
Q1 		$1.03M Buy
44,002
+34,110
+345% +$794K 0.68% 54
2022
Q4 		$226K Sell
9,892
-1,776
-15% -$40.4K 0.15% 158
2022
Q3 		$264K Sell
11,668
-5,736
-33% -$137K 0.2% 139
2022
Q2 		$417K Buy
17,404
+2,516
+17% +$60.9K 0.3% 121
2022
Q1 		$376K Buy
+14,888
New +$387K 0.24% 128

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
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
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Range Financial Group's SCHZ Position: Q2 2026 in Review

Range Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4% in Q2 2026, buying an estimated $144K and bringing the position to 160,119 shares worth $3.7M. The position accounts for 1.01% of the portfolio, ranked #27.

Range Financial Group first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Range Financial Group held 160,119 shares of Schwab US Aggregate Bond ETF worth $3.7M as of Q2 2026.
  • Range Financial Group bought 6,207 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $144K.
  • Schwab US Aggregate Bond ETF made up 1.01% of Range Financial Group's portfolio in Q2 2026, its #27 holding.
  • Range Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.