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Summit Financial Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Summit Financial Strategies’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 		$6.46M Sell
279,261
-49,407
-15% -$1.14M 0.45% 23
2026
Q1 		$7.63M Sell
328,668
-85,755
-21% -$2.01M 0.6% 23
2025
Q4 		$9.69M Sell
414,423
-50,855
-11% -$1.19M 0.8% 19
2025
Q3 		$10.9M Sell
465,278
-13,464
-3% -$313K 0.94% 19
2025
Q2 		$11.1M Sell
478,742
-15,035
-3% -$345K 1.03% 18
2025
Q1 		$11.4M Buy
493,777
+5,317
+1% +$122K 1.15% 18
2024
Q4 		$11.1M Buy
488,460
+294,130
+151% +$6.8M 1.22% 17
2024
Q3 		$4.62M Sell
194,330
-6,786
-3% -$159K 0.52% 22
2024
Q2 		$4.58M Sell
201,116
-8,746
-4% -$198K 0.57% 22
2024
Q1 		$4.83M Buy
209,862
+4,192
+2% +$96.4K 0.67% 21
2023
Q4 		$4.79M Buy
205,670
+16,338
+9% +$365K 0.73% 19
2023
Q3 		$4.19M Sell
189,332
-2,056
-1% -$46.6K 0.8% 17
2023
Q2 		$4.42M Buy
191,388
+1,912
+1% +$44.5K 0.82% 17
2023
Q1 		$4.44M Sell
189,476
-6,602
-3% -$154K 0.88% 17
2022
Q4 		$4.48M Sell
196,078
-18,382
-9% -$418K 0.96% 15
2022
Q3 		$4.86M Sell
214,460
-966
-0.4% -$23K 1.15% 15
2022
Q2 		$5.16M Sell
215,426
-20,264
-9% -$490K 1.21% 15
2022
Q1 		$5.96M Sell
235,690
-6,712
-3% -$174K 1.2% 15
2021
Q4 		$6.53M Buy
242,402
+4,914
+2% +$133K 1.26% 15
2021
Q3 		$6.44M Buy
237,488
+4,806
+2% +$132K 1.23% 16
2021
Q2 		$6.35M Buy
232,682
+35,838
+18% +$973K 1.26% 15
2021
Q1 		$5.31M Buy
196,844
+19,248
+11% +$528K 1.9% 11
2020
Q4 		$4.97M Buy
177,596
+5,372
+3% +$150K 1.71% 12
2020
Q3 		$4.83M Buy
172,224
+8,962
+5% +$253K 1.97% 12
2020
Q2 		$4.59M Buy
163,262
+4,310
+3% +$120K 2.04% 11
2020
Q1 		$4.31M Sell
158,952
-10,958
-6% -$296K 2.34% 11
2019
Q4 		$4.54M Buy
169,910
+4,556
+3% +$122K 2.22% 10
2019
Q3 		$4.45M Buy
165,354
+3,368
+2% +$90.1K 2.14% 11
2019
Q2 		$4.29M Buy
161,986
+8,992
+6% +$234K 2.08% 11
2019
Q1 		$3.97M Buy
152,994
+340
+0.2% +$8.67K 2.01% 11
2018
Q4 		$3.86M Buy
152,654
+11,318
+8% +$283K 2.17% 12
2018
Q3 		$3.55M Sell
141,336
-1,820
-1% -$46K 1.62% 12
2018
Q2 		$3.63M Buy
143,156
+9,502
+7% +$240K 1.76% 12
2018
Q1 		$3.41M Buy
133,654
+10,060
+8% +$257K 1.77% 12
2017
Q4 		$3.22M Buy
123,594
+7,998
+7% +$209K 1.68% 12
2017
Q3 		$3.03M Buy
115,596
+6,652
+6% +$174K 1.75% 11
2017
Q2 		$2.85M Sell
108,944
-1,260
-1% -$32.9K 1.72% 11
2017
Q1 		$2.85M Buy
110,204
+5,126
+5% +$132K 2.09% 10
2016
Q4 		$2.71M Sell
105,078
-26
-0% -$680 1.85% 11
2016
Q3 		$2.82M Buy
105,104
+2,468
+2% +$66.2K 1.98% 11
2016
Q2 		$2.76M Buy
102,636
+3,520
+4% +$93.3K 2.05% 11
2016
Q1 		$2.62M Buy
99,116
+570
+0.6% +$14.9K 1.92% 12
2015
Q4 		$2.54M Buy
98,546
+2,536
+3% +$65.7K 1.97% 12
2015
Q3 		$2.5M Sell
96,010
-848
-0.9% -$22K 2.08% 11
2015
Q2 		$2.5M Sell
96,858
-614
-0.6% -$16.1K 1.95% 11
2015
Q1 		$2.58M Buy
97,472
+3,870
+4% +$102K 2.08% 11
2014
Q4 		$2.45M Buy
+93,602
New +$2.44M 1.98% 11

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
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Summit Financial Strategies's SCHZ Position: Q2 2026 in Review

Summit Financial Strategies reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2026, selling an estimated $1.14M and leaving 279,261 shares worth $6.46M. The position accounts for 0.45% of the portfolio, ranked #23.

Summit Financial Strategies first reported a position in SCHZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.4M in Q1 2025. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Summit Financial Strategies held 279,261 shares of Schwab US Aggregate Bond ETF worth $6.46M as of Q2 2026.
  • Summit Financial Strategies sold 49,407 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.14M.
  • Schwab US Aggregate Bond ETF made up 0.45% of Summit Financial Strategies's portfolio in Q2 2026, its #23 holding.
  • Summit Financial Strategies first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's Schwab US Aggregate Bond ETF position peaked at $11.4M in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.