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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
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

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

Seek First's SCHZ Position: Q2 2026 in Review

Seek First reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.1% in Q2 2026, selling an estimated $33K and leaving 21,826 shares worth $505K. The position accounts for 0.32% of the portfolio, ranked #40.

Seek First first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Seek First held 21,826 shares of Schwab US Aggregate Bond ETF worth $505K as of Q2 2026.
  • Seek First sold 1,427 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $33K.
  • Schwab US Aggregate Bond ETF made up 0.32% of Seek First's portfolio in Q2 2026, its #40 holding.
  • Seek First first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Seek First's Schwab US Aggregate Bond ETF position peaked at $562K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.