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

SRH 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
2026 Q2	$211K	Hold	9,106	–	–	0.05%	71
2026 Q1	$211K	Hold	9,106	–	–	0.06%	63
2025 Q4	$213K	Hold	9,106	–	–	0.06%	58
2025 Q3	$214K	Hold	9,106	–	–	0.06%	56
2025 Q2	$212K	Hold	9,106	–	–	0.06%	52
2025 Q1	$211K	Hold	9,106	–	–	0.07%	50
2024 Q4	$207K	Hold	9,106	–	–	0.06%	58
2024 Q3	$216K	Hold	9,106	–	–	0.07%	58
2024 Q2	$208K	Hold	9,106	–	–	0.07%	56
2024 Q1	$209K	Hold	9,106	–	–	0.07%	59
2023 Q4	$212K	Hold	9,106	–	–	0.07%	55
2023 Q3	$201K	Hold	9,106	–	–	0.1%	57
2023 Q2	$214K	Hold	9,106	–	–	0.11%	57
2023 Q1	$214K	Sell	9,106 -940	-9%	-$21.9K	0.11%	57
2022 Q4	$229K	Hold	10,046	–	–	0.13%	55
2022 Q3	$228K	Hold	10,046	–	–	0.3%	52
2022 Q2	$240K	Hold	10,046	–	–	0.3%	52
2022 Q1	$254K	Hold	10,046	–	–	0.28%	54
2021 Q4	$271K	Hold	10,046	–	–	0.31%	51
2021 Q3	$273K	Hold	10,046	–	–	0.33%	49
2021 Q2	$274K	Hold	10,046	–	–	0.34%	50
2021 Q1	$271K	Hold	10,046	–	–	0.39%	45
2020 Q4	$281K	Hold	10,046	–	–	0.46%	37
2020 Q3	$282K	Sell	10,046 -2,326	-19%	-$65.6K	0.54%	33
2020 Q2	$348K	Hold	12,372	–	–	0.87%	20
2020 Q1	$336K	Hold	12,372	–	–	0.93%	20
2019 Q4	$331K	Hold	12,372	–	–	1.06%	20
2019 Q3	$333K	Sell	12,372 -3,160	-20%	-$84.5K	1.12%	19
2019 Q2	$412K	Hold	15,532	–	–	1.41%	15
2019 Q1	$403K	Sell	15,532 -1,080	-7%	-$27.6K	1.43%	15
2018 Q4	$420K	Hold	16,612	–	–	1.61%	14
2018 Q3	$417K	Hold	16,612	–	–	1.43%	14
2018 Q2	$421K	Buy	16,612 +666	+4%	+$16.8K	1.58%	14
2018 Q1	$407K	Hold	15,946	–	–	1.61%	14
2017 Q4	$415K	Buy	15,946 +4,900	+44%	+$128K	1.64%	14
2017 Q3	$289K	Hold	11,046	–	–	1.23%	18
2017 Q2	$289K	Hold	11,046	–	–	1.38%	20
2017 Q1	$286K	Buy	11,046 +4,370	+65%	+$113K	1.34%	19
2016 Q4	$172K	Buy	6,676 +4,770	+250%	+$125K	0.85%	28
2016 Q3	$51K	Buy	1,906 +1,126	+144%	+$30.2K	0.27%	59
2016 Q2	$21K	Hold	780	–	–	0.11%	80
2016 Q1	$21K	Hold	780	–	–	0.12%	81
2015 Q4	$20K	Hold	780	–	–	0.12%	85
2015 Q3	$20K	Hold	780	–	–	0.12%	78
2015 Q2	$20K	Buy	+780	New	+$20.4K	0.13%	81

Other funds holding SCHZ

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

SRH Advisors's SCHZ Position: Q2 2026 in Review

SRH Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 9,106 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #71.

SRH Advisors first reported a position in SCHZ in Q2 2015 and has held it in 45 quarters since. The position peaked at $421K in Q2 2018. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

SRH Advisors held 9,106 shares of Schwab US Aggregate Bond ETF worth $211K as of Q2 2026.
SRH Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.05% of SRH Advisors's portfolio in Q2 2026, its #71 holding.
SRH Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and has held it in 45 quarters since.
SRH Advisors's Schwab US Aggregate Bond ETF position peaked at $421K in Q2 2018.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.