Seek First’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Seek First’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 Q3	$487K	Buy	22,034 +208	+1%	+$4.72K	0.31%	41
2026 Q2	$505K	Sell	21,826 -1,427	-6%	-$33K	0.32%	40
2026 Q1	$540K	Sell	23,253 -791	-3%	-$18.5K	0.38%	36
2025 Q4	$562K	Buy	24,044 +397	+2%	+$9.32K	0.39%	40
2025 Q3	$555K	Buy	23,647 +406	+2%	+$9.43K	0.4%	37
2025 Q2	$540K	Buy	23,241 +458	+2%	+$10.5K	0.44%	35
2025 Q1	$528K	Buy	+22,783	New	+$522K	0.47%	34

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Seek First's SCHZ Position: Q3 2026 in Review

Seek First increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.95% in Q3 2026, buying an estimated $4.72K and bringing the position to 22,034 shares worth $487K. The position accounts for 0.31% of the portfolio, ranked #41.

Seek First first reported a position in SCHZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $562K in Q4 2025. 318 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Seek First held 22,034 shares of Schwab US Aggregate Bond ETF worth $487K as of Q3 2026.
Seek First bought 208 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $4.72K.
Schwab US Aggregate Bond ETF made up 0.31% of Seek First's portfolio in Q3 2026, its #41 holding.
Seek First first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab US Aggregate Bond ETF position peaked at $562K in Q4 2025.
318 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.