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

Tompkins Financial’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	$63.3K	Hold	2,863	–	–	﹤0.01%	313
2026 Q2	$66.2K	Sell	2,863 -7,602	-73%	-$176K	﹤0.01%	308
2026 Q1	$243K	Buy	10,465 +10,417	+21,702%	+$244K	0.02%	185
2025 Q4	$1.12K	Hold	48	–	–	﹤0.01%	589
2025 Q3	$1.13K	Hold	48	–	–	﹤0.01%	519
2025 Q2	$1.12K	Hold	48	–	–	﹤0.01%	517
2025 Q1	$1.11K	Hold	48	–	–	﹤0.01%	535
2024 Q4	$1.09K	Hold	48	–	–	﹤0.01%	502
2024 Q3	$1.14K	Hold	48	–	–	﹤0.01%	547
2024 Q2	$1.09K	Hold	48	–	–	﹤0.01%	558
2024 Q1	$1.1K	Hold	48	–	–	﹤0.01%	595
2023 Q4	$1.12K	Hold	48	–	–	﹤0.01%	608
2023 Q3	$1.06K	Hold	48	–	–	﹤0.01%	553
2023 Q2	$1.11K	Hold	48	–	–	﹤0.01%	575
2023 Q1	$1.13K	Hold	48	–	–	﹤0.01%	604
2022 Q4	$1K	Buy	+48	New	+$1.09K	﹤0.01%	599
2021 Q4	–	Sell	-120	Closed	-$3K	–	392
2021 Q3	$3K	Buy	+120	New	+$3.29K	﹤0.01%	365

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Tompkins Financial's SCHZ Position: Q3 2026 in Review

Tompkins Financial held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2026 at 2,863 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Tompkins Financial first reported a position in SCHZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $243K in Q1 2026. 602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Tompkins Financial held 2,863 shares of Schwab US Aggregate Bond ETF worth $63.3K as of Q3 2026.
Tompkins Financial left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #313 holding.
Tompkins Financial first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and has held it in 17 quarters since.
Tompkins Financial's Schwab US Aggregate Bond ETF position peaked at $243K in Q1 2026.
602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.