Stonekeep Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stonekeep Investments’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	$5.19M	Buy	224,356 +844	+0.4%	+$19.5K	3.02%	10
2026 Q1	$5.19M	Buy	223,512 +10,927	+5%	+$256K	3.36%	9
2025 Q4	$4.97M	Buy	212,585 +20,555	+11%	+$483K	3.18%	10
2025 Q3	$4.51M	Buy	192,030 +14,852	+8%	+$345K	2.86%	10
2025 Q2	$4.12M	Buy	177,178 +29,913	+20%	+$686K	2.77%	10
2025 Q1	$3.41M	Buy	147,265 +32,558	+28%	+$746K	2.52%	11
2024 Q4	$2.6M	Sell	114,707 -9,795	-8%	-$226K	1.94%	12
2024 Q3	$2.96M	Buy	124,502 +5,502	+5%	+$129K	2.28%	10
2024 Q2	$2.71M	Buy	+119,000	New	+$2.7M	2.2%	10

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

Stonekeep Investments's SCHZ Position: Q2 2026 in Review

Stonekeep Investments increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.38% in Q2 2026, buying an estimated $19.5K and bringing the position to 224,356 shares worth $5.19M. The position accounts for 3.02% of the portfolio, ranked #10.

Stonekeep Investments first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.19M in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Stonekeep Investments held 224,356 shares of Schwab US Aggregate Bond ETF worth $5.19M as of Q2 2026.
Stonekeep Investments bought 844 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $19.5K.
Schwab US Aggregate Bond ETF made up 3.02% of Stonekeep Investments's portfolio in Q2 2026, its #10 holding.
Stonekeep Investments first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Stonekeep Investments's Schwab US Aggregate Bond ETF position peaked at $5.19M in Q1 2026.
673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.