SWMG LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SWMG LLC’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 Q3	$282K	Buy	12,545 +54	+0.4%	+$1.23K	0.06%	99
2026 Q2	$286K	Sell	12,491 -574	-4%	-$13.3K	0.07%	84
2026 Q1	$303K	Sell	13,065 -1,636	-11%	-$38.3K	0.09%	88
2025 Q4	$344K	Buy	14,701 +74	+0.5%	+$1.74K	0.1%	85
2025 Q3	$346K	Sell	14,627 -1,223	-8%	-$28.4K	0.1%	88
2025 Q2	$365K	Sell	15,850 -1,120	-7%	-$25.7K	0.12%	85
2025 Q1	$392K	Buy	16,970 +65	+0.4%	+$1.49K	0.16%	90
2024 Q4	$385K	Buy	16,905 +43	+0.3%	+$993	0.15%	85
2024 Q3	$386K	Sell	16,862 -3,996	-19%	-$93.6K	0.16%	87
2024 Q2	$475K	Buy	20,858 +60	+0.3%	+$1.36K	0.21%	61
2024 Q1	$478K	Buy	20,798 +6,190	+42%	+$142K	0.22%	60
2023 Q4	$341K	Buy	14,608 +1,392	+11%	+$31.1K	0.16%	73
2023 Q3	$292K	Buy	+13,216	New	+$300K	0.15%	81

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

SWMG LLC's SCHZ Position: Q3 2026 in Review

SWMG LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.43% in Q3 2026, buying an estimated $1.23K and bringing the position to 12,545 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #99.

SWMG LLC first reported a position in SCHZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $478K in Q1 2024. 318 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

SWMG LLC held 12,545 shares of Schwab US Aggregate Bond ETF worth $282K as of Q3 2026.
SWMG LLC bought 54 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.23K.
Schwab US Aggregate Bond ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #99 holding.
SWMG LLC first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
SWMG LLC's Schwab US Aggregate Bond ETF position peaked at $478K in Q1 2024.
318 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.