TPG Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TPG Advisors’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	$3.5M	Buy	151,467 +3,013	+2%	+$69.7K	1.92%	14
2026 Q1	$3.45M	Sell	148,454 -33,482	-18%	-$784K	2.15%	12
2025 Q4	$4.25M	Sell	181,936 -2,821	-2%	-$66.2K	2.65%	9
2025 Q3	$4.34M	Buy	184,757 +7,034	+4%	+$163K	2.85%	8
2025 Q2	$4.13M	Sell	177,723 -90,001	-34%	-$2.07M	2.99%	8
2025 Q1	$6.2M	Sell	267,724 -14,240	-5%	-$326K	4.89%	5
2024 Q4	$6.4M	Buy	281,964 +6,380	+2%	+$147K	5%	5
2024 Q3	$6.55M	Buy	275,584 +9,122	+3%	+$214K	5.12%	5
2024 Q2	$6.07M	Buy	+266,462	New	+$6.04M	5.17%	5

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TPG Advisors's SCHZ Position: Q2 2026 in Review

TPG Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2% in Q2 2026, buying an estimated $69.7K and bringing the position to 151,467 shares worth $3.5M. The position accounts for 1.92% of the portfolio, ranked #14.

TPG Advisors first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.55M in Q3 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

TPG Advisors held 151,467 shares of Schwab US Aggregate Bond ETF worth $3.5M as of Q2 2026.
TPG Advisors bought 3,013 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $69.7K.
Schwab US Aggregate Bond ETF made up 1.92% of TPG Advisors's portfolio in Q2 2026, its #14 holding.
TPG Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
TPG Advisors's Schwab US Aggregate Bond ETF position peaked at $6.55M in Q3 2024.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on TPG Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.