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Twele Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Twele Capital 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 		$1.39M Buy
59,964
+2,955
+5% +$68.4K 0.23% 23
2026
Q1 		$1.32M Buy
57,009
+2,084
+4% +$48.8K 0.24% 23
2025
Q4 		$1.28M Buy
54,925
+1,077
+2% +$25.3K 0.23% 23
2025
Q3 		$1.26M Buy
53,848
+2,706
+5% +$62.9K 0.23% 22
2025
Q2 		$1.19M Sell
51,142
-712
-1% -$16.3K 0.24% 23
2025
Q1 		$1.2M Buy
51,854
+299
+0.6% +$6.85K 0.25% 23
2024
Q4 		$1.17M Sell
51,555
-807
-2% -$18.6K 0.25% 23
2024
Q3 		$1.24M Buy
52,362
+918
+2% +$21.5K 0.26% 22
2024
Q2 		$1.17M Buy
51,444
+1,388
+3% +$31.5K 0.27% 22
2024
Q1 		$1.15M Buy
50,056
+3,198
+7% +$73.5K 0.26% 22
2023
Q4 		$1.09M Sell
46,858
-4,690
-9% -$105K 0.18% 27
2023
Q3 		$1.14M Sell
51,548
-3,778
-7% -$85.6K 0.2% 26
2023
Q2 		$1.28M Sell
55,326
-180
-0.3% -$4.19K 0.21% 26
2023
Q1 		$1.3M Sell
55,506
-3,064
-5% -$71.3K 0.21% 29
2022
Q4 		$1.34M Buy
58,570
+366
+0.6% +$8.33K 0.22% 28
2022
Q3 		$1.32M Sell
58,204
-6,706
-10% -$160K 0.23% 29
2022
Q2 		$1.55M Sell
64,910
-11,042
-15% -$267K 0.24% 30
2022
Q1 		$1.92M Sell
75,952
-716
-0.9% -$18.6K 0.26% 29
2021
Q4 		$2.07M Buy
76,668
+4,092
+6% +$111K 0.26% 29
2021
Q3 		$1.97M Sell
72,576
-628
-0.9% -$17.2K 0.26% 29
2021
Q2 		$2M Buy
73,204
+5,792
+9% +$157K 0.31% 28
2021
Q1 		$1.82M Sell
67,412
-1,558
-2% -$42.8K 0.29% 29
2020
Q4 		$1.93M Buy
68,970
+7,018
+11% +$196K 0.35% 28
2020
Q3 		$1.74M Buy
61,952
+3,496
+6% +$98.6K 0.34% 29
2020
Q2 		$1.64M Buy
58,456
+4,738
+9% +$132K 0.33% 29
2020
Q1 		$1.46M Sell
53,718
-8,752
-14% -$236K 0.32% 29
2019
Q4 		$1.67M Buy
62,470
+3,684
+6% +$98.7K 0.31% 28
2019
Q3 		$1.58M Buy
58,786
+7,038
+14% +$188K 0.31% 28
2019
Q2 		$1.37M Buy
51,748
+2,044
+4% +$53.2K 0.28% 28
2019
Q1 		$1.29M Buy
49,704
+2,096
+4% +$53.5K 0.28% 27
2018
Q4 		$1.2M Buy
47,608
+1,892
+4% +$47.2K 0.28% 28
2018
Q3 		$1.15M Buy
45,716
+68
+0.1% +$1.72K 0.26% 28
2018
Q2 		$1.16M Buy
45,648
+3,336
+8% +$84.3K 0.27% 28
2018
Q1 		$1.08M Buy
42,312
+1,172
+3% +$30K 0.25% 28
2017
Q4 		$1.07M Buy
41,140
+2,058
+5% +$53.7K 0.24% 28
2017
Q3 		$1.02M Sell
39,082
-3,278
-8% -$85.9K 0.25% 27
2017
Q2 		$1.11M Buy
42,360
+2,596
+7% +$67.7K 0.28% 27
2017
Q1 		$1.03M Buy
39,764
+3,458
+10% +$89.3K 0.27% 30
2016
Q4 		$935K Buy
36,306
+1,970
+6% +$51.5K 0.25% 31
2016
Q3 		$921K Buy
34,336
+6,124
+22% +$164K 0.25% 31
2016
Q2 		$758K Buy
28,212
+2,210
+8% +$58.6K 0.21% 31
2016
Q1 		$687K Buy
26,002
+2,340
+10% +$61.1K 0.2% 30
2015
Q4 		$609K Sell
23,662
-40
-0.2% -$1.04K 0.18% 40
2015
Q3 		$618K Buy
23,702
+9,082
+62% +$236K 0.18% 48
2015
Q2 		$378K Buy
14,620
+1,050
+8% +$27.5K 0.11% 57
2015
Q1 		$359K Buy
13,570
+3,490
+35% +$92K 0.1% 57
2014
Q4 		$264K Buy
+10,080
New +$263K 0.08% 58

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Twele Capital Management's SCHZ Position: Q2 2026 in Review

Twele Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.2% in Q2 2026, buying an estimated $68.4K and bringing the position to 59,964 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #23.

Twele Capital Management first reported a position in SCHZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.07M in Q4 2021. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Twele Capital Management held 59,964 shares of Schwab US Aggregate Bond ETF worth $1.39M as of Q2 2026.
  • Twele Capital Management bought 2,955 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $68.4K.
  • Schwab US Aggregate Bond ETF made up 0.23% of Twele Capital Management's portfolio in Q2 2026, its #23 holding.
  • Twele Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Twele Capital Management's Schwab US Aggregate Bond ETF position peaked at $2.07M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.