Western Financial Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Western Financial Corp’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	$585K	Buy	25,289 +684	+3%	+$15.8K	0.17%	93
2026 Q1	$571K	Sell	24,605 -1,093	-4%	-$25.6K	0.22%	87
2025 Q4	$601K	Sell	25,698 -1,413	-5%	-$33.2K	0.24%	82
2025 Q3	$636K	Sell	27,111 -159	-0.6%	-$3.69K	0.28%	83
2025 Q2	$634K	Sell	27,270 -6,552	-19%	-$150K	0.34%	82
2025 Q1	$783K	Sell	33,822 -3,226	-9%	-$73.9K	0.46%	69
2024 Q4	$841K	Sell	37,048 -7,588	-17%	-$175K	0.46%	57
2024 Q3	$1.06M	Buy	44,636 +908	+2%	+$21.3K	0.6%	50
2024 Q2	$997K	Sell	43,728 -1,718	-4%	-$38.9K	0.6%	49
2024 Q1	$1.05M	Sell	45,446 -8,756	-16%	-$201K	0.64%	39
2023 Q4	$1.26M	Sell	54,202 -2,826	-5%	-$63.2K	0.85%	23
2023 Q3	$1.26M	Sell	57,028 -6,346	-10%	-$144K	0.92%	22
2023 Q2	$1.46M	Sell	63,374 -2,784	-4%	-$64.8K	1%	14
2023 Q1	$1.55M	Buy	66,158 +17,648	+36%	+$411K	1.1%	10
2022 Q4	$1.11M	Sell	48,510 -532	-1%	-$12.1K	0.72%	23
2022 Q3	$1.11M	Buy	49,042 +558	+1%	+$13.3K	0.78%	23
2022 Q2	$1.16M	Buy	48,484 +2,170	+5%	+$52.5K	0.82%	23
2022 Q1	$1.17M	Buy	+46,314	New	+$1.2M	0.68%	31

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

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 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

Western Financial Corp's SCHZ Position: Q2 2026 in Review

Western Financial Corp increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 25,289 shares worth $585K. The position accounts for 0.17% of the portfolio, ranked #93.

Western Financial Corp first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.55M in Q1 2023. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Western Financial Corp held 25,289 shares of Schwab US Aggregate Bond ETF worth $585K as of Q2 2026.
Western Financial Corp bought 684 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $15.8K.
Schwab US Aggregate Bond ETF made up 0.17% of Western Financial Corp's portfolio in Q2 2026, its #93 holding.
Western Financial Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Western Financial Corp's Schwab US Aggregate Bond ETF position peaked at $1.55M in Q1 2023.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.