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

Sage Financial Management 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 		$1.32M Buy
57,189
+5
+0% +$116 0.36% 26
2026
Q1 		$1.33M Buy
57,184
+227
+0.4% +$5.31K 0.41% 26
2025
Q4 		$1.33M Sell
56,957
-2,539
-4% -$59.6K 0.41% 26
2025
Q3 		$1.4M Buy
59,496
+2,213
+4% +$51.4K 0.45% 26
2025
Q2 		$1.33M Sell
57,283
-4,603
-7% -$106K 0.46% 26
2025
Q1 		$1.43M Sell
61,886
-214
-0.3% -$4.9K 0.52% 25
2024
Q4 		$1.41M Sell
62,100
-13,992
-18% -$323K 0.52% 24
2024
Q3 		$1.81M Buy
+76,092
New +$1.78M 0.7% 23
2024
Q2 		– Sell
-39,572
Closed -$910K – 41
2024
Q1 		$910K Sell
39,572
-7,690
-16% -$177K 0.43% 26
2023
Q4 		$1.1M Sell
47,262
-8,918
-16% -$199K 0.59% 25
2023
Q3 		$1.24M Buy
+56,180
New +$1.27M 0.75% 23
2023
Q2 		– Sell
-49,338
Closed -$1.16M – 26
2023
Q1 		$1.16M Sell
49,338
-30,632
-38% -$713K 0.93% 20
2022
Q4 		$1.82M Buy
+79,970
New +$1.82M 1.28% 19
2022
Q3 		– Sell
-80,592
Closed -$1.93M – 32
2022
Q2 		$1.93M Buy
80,592
+55,714
+224% +$1.35M 1.35% 17
2022
Q1 		$629K Sell
24,878
-2,786
-10% -$72.4K 0.43% 20
2021
Q4 		$745K Buy
+27,664
New +$748K 0.5% 18
2021
Q3 		– Sell
-532,390
Closed -$14.5M – 25
2021
Q2 		$14.5M Buy
532,390
+21,012
+4% +$570K 13.25% 3
2021
Q1 		$13.8M Buy
511,378
+47,864
+10% +$1.31M 10.62% 2
2020
Q4 		$13M Buy
+463,514
New +$13M 10.19% 3

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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sage Financial Management Group's SCHZ Position: Q2 2026 in Review

Sage Financial Management Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.01% in Q2 2026, buying an estimated $116 and bringing the position to 57,189 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #26.

Sage Financial Management Group first reported a position in SCHZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $14.5M in Q2 2021. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sage Financial Management Group held 57,189 shares of Schwab US Aggregate Bond ETF worth $1.32M as of Q2 2026.
  • Sage Financial Management Group bought 5 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $116.
  • Schwab US Aggregate Bond ETF made up 0.36% of Sage Financial Management Group's portfolio in Q2 2026, its #26 holding.
  • Sage Financial Management Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Schwab US Aggregate Bond ETF position peaked at $14.5M in Q2 2021.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.