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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
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 Sell
16,905
-16,819
-50% -$389K 0.15% 85
2024
Q3 		$386K Buy
33,724
+12,866
+62% +$301K 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

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 $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
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

SWMG LLC's SCHZ Position: Q2 2026 in Review

SWMG LLC reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.4% in Q2 2026, selling an estimated $13.3K and leaving 12,491 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #84.

SWMG LLC first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $478K in Q1 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • SWMG LLC held 12,491 shares of Schwab US Aggregate Bond ETF worth $286K as of Q2 2026.
  • SWMG LLC sold 574 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $13.3K.
  • Schwab US Aggregate Bond ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #84 holding.
  • SWMG LLC first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • SWMG LLC's Schwab US Aggregate Bond ETF position peaked at $478K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.