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

Toth Financial Advisory’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 		$21.2K Sell
958
-1,462
-60% -$33.2K ﹤0.01% 497
2026
Q2 		$56K Sell
2,420
-1,105
-31% -$25.6K 0.01% 367
2026
Q1 		$81.9K Sell
3,525
-520
-13% -$12.2K 0.01% 295
2025
Q4 		$94.5K Hold
4,045
– – 0.01% 269
2025
Q3 		$94.9K Hold
4,045
– – 0.01% 274
2025
Q2 		$94K Sell
4,045
-1,970
-33% -$45.2K 0.01% 250
2025
Q1 		$139K Hold
6,015
– – 0.02% 221
2024
Q4 		$137K Sell
6,015
-635
-10% -$14.7K 0.02% 215
2024
Q3 		$158K Sell
6,650
-202
-3% -$4.73K 0.02% 209
2024
Q2 		$156K Sell
6,852
-110
-2% -$2.49K 0.02% 208
2024
Q1 		$160K Hold
6,962
– – 0.02% 207
2023
Q4 		$162K Hold
6,962
– – 0.02% 212
2023
Q3 		$154K Buy
6,962
+110
+2% +$2.49K 0.02% 204
2023
Q2 		$158K Hold
6,852
– – 0.02% 209
2023
Q1 		$161K Sell
6,852
-230
-3% -$5.35K 0.03% 200
2022
Q4 		$162K Sell
7,082
-24
-0.3% -$546 0.03% 198
2022
Q3 		$161K Sell
7,106
-734
-9% -$17.5K 0.03% 180
2022
Q2 		$188K Sell
7,840
-406
-5% -$9.83K 0.03% 178
2022
Q1 		$209K Sell
8,246
-3,436
-29% -$89.2K 0.03% 189
2021
Q4 		$315K Sell
11,682
-3,150
-21% -$85.2K 0.04% 182
2021
Q3 		$402K Sell
14,832
-600
-4% -$16.5K 0.06% 167
2021
Q2 		$421K Sell
15,432
-6,184
-29% -$168K 0.06% 156
2021
Q1 		$583K Sell
21,616
-3,548
-14% -$97.4K 0.09% 150
2020
Q4 		$705K Buy
25,164
+3,172
+14% +$88.7K 0.12% 123
2020
Q3 		$617K Buy
21,992
+2,912
+15% +$82.1K 0.12% 121
2020
Q2 		$537K Sell
19,080
-156
-0.8% -$4.34K 0.12% 115
2020
Q1 		$522K Sell
19,236
-1,202
-6% -$32.5K 0.15% 98
2019
Q4 		$546K Buy
20,438
+810
+4% +$21.7K 0.11% 124
2019
Q3 		$528K Buy
19,628
+274
+1% +$7.33K 0.12% 107
2019
Q2 		$513K Buy
19,354
+818
+4% +$21.3K 0.11% 104
2019
Q1 		$481K Buy
18,536
+524
+3% +$13.4K 0.11% 111
2018
Q4 		$456K Buy
18,012
+2,004
+13% +$50K 0.12% 101
2018
Q3 		$402K Buy
16,008
+4,598
+40% +$116K 0.09% 125
2018
Q2 		$289K Buy
11,410
+74
+0.7% +$1.87K 0.07% 136
2018
Q1 		$289K Buy
11,336
+552
+5% +$14.1K 0.07% 138
2017
Q4 		$281K Buy
+10,784
New +$281K 0.07% 136

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Toth Financial Advisory's SCHZ Position: Q3 2026 in Review

Toth Financial Advisory reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 60% in Q3 2026, selling an estimated $33.2K and leaving 958 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Toth Financial Advisory first reported a position in SCHZ in Q4 2017 and has held it in 36 quarters since. The position peaked at $705K in Q4 2020. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Toth Financial Advisory held 958 shares of Schwab US Aggregate Bond ETF worth $21.2K as of Q3 2026.
  • Toth Financial Advisory sold 1,462 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $33.2K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #497 holding.
  • Toth Financial Advisory first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's Schwab US Aggregate Bond ETF position peaked at $705K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.