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Tempus Wealth Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tempus Wealth Planning’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 		$11.4M Buy
495,023
+54,628
+12% +$1.26M 2.24% 6
2026
Q1 		$10.2M Buy
440,395
+42,600
+11% +$997K 2.35% 5
2025
Q4 		$9.3M Buy
397,795
+33,761
+9% +$793K 2.13% 8
2025
Q3 		$8.54M Buy
364,034
+43
+0% +$999 1.96% 9
2025
Q2 		$8.46M Buy
363,991
+15,707
+5% +$360K 2.11% 7
2025
Q1 		$8.07M Buy
348,284
+54,748
+19% +$1.25M 2.41% 4
2024
Q4 		$6.66M Buy
293,536
+24,756
+9% +$572K 2.04% 9
2024
Q3 		$6.39M Buy
268,780
+13,916
+5% +$326K 2.34% 7
2024
Q2 		$5.81M Buy
254,864
+20,826
+9% +$472K 2.43% 8
2024
Q1 		$5.38M Buy
234,038
+41,286
+21% +$949K 2.37% 9
2023
Q4 		$4.49M Buy
192,752
+20,488
+12% +$458K 1.97% 12
2023
Q3 		$3.81M Sell
172,264
-13,356
-7% -$303K 1.91% 11
2023
Q2 		$4.28M Buy
185,620
+14,434
+8% +$336K 1.93% 8
2023
Q1 		$4.02M Buy
171,186
+35,564
+26% +$827K 1.96% 9
2022
Q4 		$3.1M Buy
135,622
+114,214
+534% +$2.6M 1.88% 9
2022
Q3 		$485K Buy
+21,408
New +$510K 0.32% 83

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

Tempus Wealth Planning's SCHZ Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $1.26M and bringing the position to 495,023 shares worth $11.4M. The position accounts for 2.24% of the portfolio, ranked #6.

Tempus Wealth Planning first reported a position in SCHZ in Q3 2022 and has held it in 16 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Tempus Wealth Planning held 495,023 shares of Schwab US Aggregate Bond ETF worth $11.4M as of Q2 2026.
  • Tempus Wealth Planning bought 54,628 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.26M.
  • Schwab US Aggregate Bond ETF made up 2.24% of Tempus Wealth Planning's portfolio in Q2 2026, its #6 holding.
  • Tempus Wealth Planning first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.