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

Robinswood Financial’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 		$32K Hold
1,381
– – 0.01% 189
2026
Q1 		$32.1K Sell
1,381
-1,840
-57% -$43.1K 0.01% 182
2025
Q4 		$75.3K Buy
3,221
+1
+0% +$23 0.02% 121
2025
Q3 		$75.6K Sell
3,220
-91
-3% -$2.11K 0.03% 118
2025
Q2 		$77K Sell
3,311
-144
-4% -$3.3K 0.03% 121
2025
Q1 		$80K Buy
3,455
+1
+0% +$23 0.03% 104
2024
Q4 		$78.4K Sell
3,454
-8
-0.2% -$185 0.03% 102
2024
Q3 		$82.3K Buy
3,462
+706
+26% +$16.5K 0.03% 103
2024
Q2 		$62.8K Buy
2,756
+950
+53% +$21.5K 0.03% 116
2024
Q1 		$41.1K Sell
1,806
-778
-30% -$17.9K 0.02% 102
2023
Q4 		$60.2K Sell
2,584
-3,658
-59% -$81.8K 0.03% 82
2023
Q3 		$138K Sell
6,242
-958
-13% -$21.7K 0.07% 62
2023
Q2 		$166K Buy
+7,200
New +$168K 0.08% 55

Other funds holding SCHZ

JP Morgan Chase
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Robinswood Financial's SCHZ Position: Q2 2026 in Review

Robinswood Financial held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,381 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #189.

Robinswood Financial first reported a position in SCHZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $166K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Robinswood Financial held 1,381 shares of Schwab US Aggregate Bond ETF worth $32K as of Q2 2026.
  • Robinswood Financial left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #189 holding.
  • Robinswood Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Schwab US Aggregate Bond ETF position peaked at $166K in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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