Markowski Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Markowski Investments’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	$3.93K	Buy	+170	New	+$3.93K	﹤0.01%	497

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Markowski Investments's SCHZ Position: Q2 2026 in Review

Markowski Investments opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 170 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings.

587 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Markowski Investments held 170 shares of Schwab US Aggregate Bond ETF worth $3.93K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new Markowski Investments position in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #497 holding.
587 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.