SWM
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Stockman Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stockman Wealth Management’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 		$1.24M Sell
53,630
-9,895
-16% -$229K 0.13% 74
2026
Q1 		$1.48M Buy
63,525
+500
+0.8% +$11.7K 0.16% 68
2025
Q4 		$1.47M Buy
63,025
+2,000
+3% +$47K 0.17% 69
2025
Q3 		$1.43M Buy
61,025
+530
+0.9% +$12.3K 0.18% 67
2025
Q2 		$1.41M Buy
60,495
+2,470
+4% +$56.7K 0.19% 64
2025
Q1 		$1.34M Buy
58,025
+2,167
+4% +$49.6K 0.2% 63
2024
Q4 		$1.27M Buy
55,858
+3,548
+7% +$82K 0.2% 60
2024
Q3 		$1.24M Buy
52,310
+2,740
+6% +$64.2K 0.19% 63
2024
Q2 		$1.13M Buy
49,570
+7,090
+17% +$161K 0.2% 65
2024
Q1 		$977K Hold
42,480
– – 0.17% 68
2023
Q4 		$990K Buy
42,480
+600
+1% +$13.4K 0.2% 67
2023
Q3 		$926K Buy
41,880
+3,150
+8% +$71.4K 0.2% 68
2023
Q2 		$894K Buy
38,730
+1,260
+3% +$29.3K 0.19% 69
2023
Q1 		$879K Hold
37,470
– – 0.2% 71
2022
Q4 		$855K Buy
37,470
+1,320
+4% +$30.1K 0.2% 75
2022
Q3 		$819K Sell
36,150
-600
-2% -$14.3K 0.22% 66
2022
Q2 		$880K Buy
36,750
+1,400
+4% +$33.9K 0.22% 65
2022
Q1 		$894K Sell
35,350
-14,606
-29% -$379K 0.19% 73
2021
Q4 		$1.35M Buy
49,956
+2,156
+5% +$58.3K 0.27% 64
2021
Q3 		$1.3M Hold
47,800
– – 0.29% 64
2021
Q2 		$1.3M Buy
47,800
+5,000
+12% +$136K 0.31% 61
2021
Q1 		$1.16M Sell
42,800
-8,000
-16% -$220K 0.32% 61
2020
Q4 		$1.42M Buy
50,800
+6,000
+13% +$168K 0.44% 56
2020
Q3 		$1.26M Buy
44,800
+3,000
+7% +$84.6K 0.46% 55
2020
Q2 		$1.18M Hold
41,800
– – 0.44% 57
2020
Q1 		$1.13M Sell
41,800
-2,540
-6% -$68.6K 0.5% 54
2019
Q4 		$1.19M Buy
44,340
+380
+0.9% +$10.2K 0.42% 60
2019
Q3 		$1.18M Hold
43,960
– – 0.45% 56
2019
Q2 		$1.17M Buy
43,960
+1,100
+3% +$28.6K 0.48% 55
2019
Q1 		$1.11M Buy
42,860
+1,400
+3% +$35.7K 0.49% 52
2018
Q4 		$1.05M Sell
41,460
-5,730
-12% -$143K 0.5% 53
2018
Q3 		$1.19M Buy
47,190
+4,290
+10% +$108K 0.51% 50
2018
Q2 		$1.09M Hold
42,900
– – 0.5% 51
2018
Q1 		$1.09M Buy
42,900
+2,900
+7% +$74.2K 0.5% 51
2017
Q4 		$1.04M Buy
40,000
+7,000
+21% +$183K 0.47% 56
2017
Q3 		$864K Buy
+33,000
New +$865K 0.41% 64

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

Stockman Wealth Management's SCHZ Position: Q2 2026 in Review

Stockman Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q2 2026, selling an estimated $229K and leaving 53,630 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #74.

Stockman Wealth Management first reported a position in SCHZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.48M in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Stockman Wealth Management held 53,630 shares of Schwab US Aggregate Bond ETF worth $1.24M as of Q2 2026.
  • Stockman Wealth Management sold 9,895 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $229K.
  • Schwab US Aggregate Bond ETF made up 0.13% of Stockman Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Stockman Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Stockman Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.48M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.