Smart Money Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Smart Money 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	$3.57M	Sell	154,434 -9,395	-6%	-$217K	0.92%	8
2026 Q1	$3.8M	Buy	163,829 +24,442	+18%	+$572K	1.11%	8
2025 Q4	$3.26M	Sell	139,387 -6,401	-4%	-$150K	0.95%	11
2025 Q3	$3.42M	Sell	145,788 -84,385	-37%	-$1.96M	1.01%	10
2025 Q2	$5.35M	Buy	230,173 +24,146	+12%	+$554K	1.68%	8
2025 Q1	$4.77M	Buy	206,027 +60,722	+42%	+$1.39M	1.62%	8
2024 Q4	$3.3M	Sell	145,305 -224,183	-61%	-$5.18M	1.14%	26
2024 Q3	$4.27M	Buy	369,488 +203,984	+123%	+$4.78M	1.52%	17
2024 Q2	$3.85M	Buy	165,504 +62,496	+61%	+$1.42M	1.38%	23
2024 Q1	$2.3M	Sell	103,008 -26,840	-21%	-$617K	0.89%	30
2023 Q4	$3.03M	Buy	+129,848	New	+$2.9M	1.32%	20
2023 Q3	–	Sell	-144,490	Closed	-$3.33M	–	77
2023 Q2	$3.33M	Sell	144,490 -5,478	-4%	-$127K	1.59%	19
2023 Q1	$3.53M	Buy	+149,968	New	+$3.49M	1.77%	19

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Smart Money Group's SCHZ Position: Q2 2026 in Review

Smart Money Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.7% in Q2 2026, selling an estimated $217K and leaving 154,434 shares worth $3.57M. The position accounts for 0.92% of the portfolio, ranked #8.

Smart Money Group first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.35M in Q2 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Smart Money Group held 154,434 shares of Schwab US Aggregate Bond ETF worth $3.57M as of Q2 2026.
Smart Money Group sold 9,395 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $217K.
Schwab US Aggregate Bond ETF made up 0.92% of Smart Money Group's portfolio in Q2 2026, its #8 holding.
Smart Money Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Smart Money Group's Schwab US Aggregate Bond ETF position peaked at $5.35M in Q2 2025.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.