Thompson Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Thompson Investment Management’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	$27.7K	Hold	1,198	–	–	﹤0.01%	348
2026 Q1	$27.8K	Hold	1,198	–	–	﹤0.01%	336
2025 Q4	$28K	Hold	1,198	–	–	﹤0.01%	341
2025 Q3	$28.1K	Hold	1,198	–	–	﹤0.01%	343
2025 Q2	$27.8K	Hold	1,198	–	–	﹤0.01%	338
2025 Q1	$27.7K	Hold	1,198	–	–	﹤0.01%	325
2024 Q4	$27.2K	Buy	1,198 +1,084	+951%	+$25K	﹤0.01%	334
2024 Q3	$2.71K	Hold	114	–	–	﹤0.01%	438
2024 Q2	$2.6K	Buy	+114	New	+$2.58K	﹤0.01%	438

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Thompson Investment Management's SCHZ Position: Q2 2026 in Review

Thompson Investment Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,198 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Thompson Investment Management first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.1K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Thompson Investment Management held 1,198 shares of Schwab US Aggregate Bond ETF worth $27.7K as of Q2 2026.
Thompson Investment Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #348 holding.
Thompson Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Thompson Investment Management's Schwab US Aggregate Bond ETF position peaked at $28.1K in Q3 2025.
230 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.