Tucker Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tucker Asset 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	1,196	–	–	0.01%	291
2026 Q1	$27.8K	Sell	1,196 -54	-4%	-$1.26K	0.01%	252
2025 Q4	$29.2K	Hold	1,250	–	–	0.01%	397
2025 Q3	$29.3K	Hold	1,250	–	–	0.01%	208
2025 Q2	$29.1K	Hold	1,250	–	–	0.01%	187
2025 Q1	$28.9K	Hold	1,250	–	–	0.01%	188
2024 Q4	$28.4K	Buy	1,250 +1,196	+2,215%	+$27.6K	﹤0.01%	475
2024 Q3	$1.28K	Hold	54	–	–	﹤0.01%	1238
2024 Q2	$1.23K	Hold	54	–	–	﹤0.01%	1412
2024 Q1	$1.24K	Hold	54	–	–	﹤0.01%	1404
2023 Q4	$1.26K	Hold	54	–	–	﹤0.01%	1221
2023 Q3	$1.19K	Hold	54	–	–	﹤0.01%	1139
2023 Q2	$1.25K	Hold	54	–	–	﹤0.01%	938
2023 Q1	$1.27K	Buy	+54	New	+$1.26K	﹤0.01%	959

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 $104B AUM 28.3% 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

Tucker Asset Management's SCHZ Position: Q2 2026 in Review

Tucker Asset Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 1,196 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #291.

Tucker Asset Management first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.3K in Q3 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Tucker Asset Management held 1,196 shares of Schwab US Aggregate Bond ETF worth $27.7K as of Q2 2026.
Tucker Asset Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #291 holding.
Tucker Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Tucker Asset Management's Schwab US Aggregate Bond ETF position peaked at $29.3K in Q3 2025.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.