SHJ
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Sharkey, Howes & Javer’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sharkey, Howes & Javer’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 		$1.06M Buy
45,863
+10,229
+29% +$237K 0.13% 84
2026
Q1 		$827K Buy
35,634
+2,795
+9% +$65.4K 0.11% 89
2025
Q4 		$767K Buy
32,839
+12,154
+59% +$285K 0.1% 90
2025
Q3 		$485K Buy
+20,685
New +$481K 0.06% 114
2018
Q1 		– Sell
-70
Closed -$2K – 237
2017
Q4 		$2K Buy
+70
New +$1.83K ﹤0.01% 189

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 $103B AUM 28.65% 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

Sharkey, Howes & Javer's SCHZ Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 29% in Q2 2026, buying an estimated $237K and bringing the position to 45,863 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #84.

Sharkey, Howes & Javer first reported a position in SCHZ in Q4 2017 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sharkey, Howes & Javer held 45,863 shares of Schwab US Aggregate Bond ETF worth $1.06M as of Q2 2026.
  • Sharkey, Howes & Javer bought 10,229 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $237K.
  • Schwab US Aggregate Bond ETF made up 0.13% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #84 holding.
  • Sharkey, Howes & Javer first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.