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Walker Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Walker Financial Services’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 		$295K Sell
12,773
-509
-4% -$11.8K 0.09% 38
2026
Q1 		$308K Buy
13,282
+89
+0.7% +$2.08K 0.11% 39
2025
Q4 		$308K Sell
13,193
-2,341
-15% -$55K 0.11% 37
2025
Q3 		$365K Sell
15,534
-1,644
-10% -$38.2K 0.14% 33
2025
Q2 		$399K Buy
17,178
+100
+0.6% +$2.29K 0.18% 25
2025
Q1 		$396K Sell
17,078
-1,011
-6% -$23.2K 0.21% 19
2024
Q4 		$411K Sell
18,089
-119
-0.7% -$2.75K 0.24% 19
2024
Q3 		$433K Sell
18,208
-1,752
-9% -$41K 0.29% 18
2024
Q2 		$455K Sell
19,960
-558
-3% -$12.6K 0.36% 18
2024
Q1 		$472K Buy
20,518
+844
+4% +$19.4K 0.39% 18
2023
Q4 		$459K Sell
19,674
-58
-0.3% -$1.3K 0.47% 16
2023
Q3 		$436K Sell
19,732
-2
-0% -$45 0.42% 17
2023
Q2 		$455K Sell
19,734
-50
-0.3% -$1.16K 0.45% 17
2023
Q1 		$464K Hold
19,784
– – 0.48% 16
2022
Q4 		$464K Sell
19,784
-2,360
-11% -$53.7K 0.48% 16
2022
Q3 		$502K Buy
22,144
+76
+0.3% +$1.81K 0.47% 16
2022
Q2 		$528K Sell
22,068
-7,792
-26% -$189K 0.51% 18
2022
Q1 		$755K Buy
+29,860
New +$775K 0.69% 17

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 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

Walker Financial Services's SCHZ Position: Q2 2026 in Review

Walker Financial Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.8% in Q2 2026, selling an estimated $11.8K and leaving 12,773 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #38.

Walker Financial Services first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $755K in Q1 2022. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Walker Financial Services held 12,773 shares of Schwab US Aggregate Bond ETF worth $295K as of Q2 2026.
  • Walker Financial Services sold 509 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab US Aggregate Bond ETF made up 0.09% of Walker Financial Services's portfolio in Q2 2026, its #38 holding.
  • Walker Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Walker Financial Services's Schwab US Aggregate Bond ETF position peaked at $755K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.