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

Semmax Financial Advisors’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
2025
Q2 		$759K Buy
32,761
+751
+2% +$17.2K 0.2% 106
2025
Q1 		$733K Buy
32,010
+2,001
+7% +$45.8K 0.2% 104
2024
Q4 		$685K Sell
30,009
-26,991
-47% -$624K 0.18% 106
2024
Q3 		$653K Buy
57,000
+31,830
+126% +$745K 0.18% 102
2024
Q2 		$591K Buy
25,170
+2,448
+11% +$55.5K 0.18% 102
2024
Q1 		$514K Buy
22,722
+7,002
+45% +$161K 0.17% 100
2023
Q4 		$357K Buy
15,720
+13,526
+616% +$303K 0.13% 97
2023
Q3 		$48.4K Buy
+2,194
New +$49.7K 0.02% 120

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Semmax Financial Advisors's SCHZ Position: Q2 2025 in Review

Semmax Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.3% in Q2 2025, buying an estimated $17.2K and bringing the position to 32,761 shares worth $759K. The position accounts for 0.2% of the portfolio, ranked #106.

Semmax Financial Advisors first reported a position in SCHZ in Q3 2023 and has held it in 8 quarters since. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Semmax Financial Advisors held 32,761 shares of Schwab US Aggregate Bond ETF worth $759K as of Q2 2025.
  • Semmax Financial Advisors bought 751 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $17.2K.
  • Schwab US Aggregate Bond ETF made up 0.2% of Semmax Financial Advisors's portfolio in Q2 2025, its #106 holding.
  • Semmax Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.