SFS
SCHZ icon

Sowell Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sowell Financial Services’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 		$708K Sell
30,589
-1,707
-5% -$39.5K 0.02% 554
2026
Q1 		$750K Buy
32,296
+3,676
+13% +$86K 0.03% 512
2025
Q4 		$669K Sell
28,620
-187
-0.6% -$4.39K 0.02% 559
2025
Q3 		$676K Buy
28,807
+130
+0.5% +$3.02K 0.03% 545
2025
Q2 		$666K Sell
28,677
-5,199
-15% -$119K 0.03% 532
2025
Q1 		$785K Buy
33,876
+76
+0.2% +$1.74K 0.04% 459
2024
Q4 		$767K Sell
33,800
-1,244
-4% -$28.7K 0.04% 354
2024
Q3 		$833K Sell
35,044
-680
-2% -$15.9K 0.04% 373
2024
Q2 		$814K Buy
35,724
+3,652
+11% +$82.8K 0.04% 362
2024
Q1 		$738K Sell
32,072
-8,094
-20% -$186K 0.03% 395
2023
Q4 		$936K Buy
40,166
+7,226
+22% +$162K 0.05% 337
2023
Q3 		$728K Sell
32,940
-10,966
-25% -$249K 0.05% 350
2023
Q2 		$1.01M Buy
43,906
+7,504
+21% +$175K 0.06% 358
2023
Q1 		$854K Sell
36,402
-2,636
-7% -$61.3K 0.07% 326
2022
Q4 		$891K Buy
39,038
+5,408
+16% +$123K 0.06% 332
2022
Q3 		$762K Buy
+33,630
New +$801K 0.08% 260
2022
Q1 		– Sell
-42,922
Closed -$1.16M – 445
2021
Q4 		$1.16M Buy
42,922
+212
+0.5% +$5.73K 0.07% 306
2021
Q3 		$1.16M Sell
42,710
-64
-0.1% -$1.75K 0.08% 270
2021
Q2 		$1.17M Buy
42,774
+442
+1% +$12K 0.08% 280
2021
Q1 		$1.15M Buy
42,332
+5,076
+14% +$139K 0.04% 373
2020
Q4 		$1.04M Buy
37,256
+68
+0.2% +$1.9K 0.04% 319
2020
Q3 		$1.04M Sell
37,188
-54
-0.1% -$1.52K 0.05% 289
2020
Q2 		$1.05M Sell
37,242
-32
-0.1% -$890 0.06% 261
2020
Q1 		$1.01M Buy
37,274
+14,508
+64% +$392K 0.07% 247
2019
Q4 		$608K Sell
22,766
-20,586
-47% -$552K 0.05% 389
2019
Q3 		$1.17M Buy
+43,352
New +$1.16M 0.1% 220
2019
Q1 		$2.91M Sell
112,330
-6,164
-5% -$157K 0.33% 74
2018
Q4 		$3M Buy
+118,494
New +$2.96M 0.42% 54

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

Sowell Financial Services's SCHZ Position: Q2 2026 in Review

Sowell Financial Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.3% in Q2 2026, selling an estimated $39.5K and leaving 30,589 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #554.

Sowell Financial Services first reported a position in SCHZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $3M in Q4 2018. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Sowell Financial Services held 30,589 shares of Schwab US Aggregate Bond ETF worth $708K as of Q2 2026.
  • Sowell Financial Services sold 1,707 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $39.5K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #554 holding.
  • Sowell Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's Schwab US Aggregate Bond ETF position peaked at $3M in Q4 2018.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.