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

Unify Financial 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 		$8.89M Buy
384,558
+11,363
+3% +$263K 8.21% 2
2026
Q1 		$8.67M Buy
373,195
+13,961
+4% +$327K 8.99% 1
2025
Q4 		$8.4M Buy
+359,234
New +$8.44M 8.75% 1

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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

Unify Financial Advisors's SCHZ Position: Q2 2026 in Review

Unify Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3% in Q2 2026, buying an estimated $263K and bringing the position to 384,558 shares worth $8.89M. The position accounts for 8.21% of the portfolio, ranked #2.

Unify Financial Advisors first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Unify Financial Advisors held 384,558 shares of Schwab US Aggregate Bond ETF worth $8.89M as of Q2 2026.
  • Unify Financial Advisors bought 11,363 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $263K.
  • Schwab US Aggregate Bond ETF made up 8.21% of Unify Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Unify Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.