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

Zhang Financial’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	$2.53M	Sell	109,176 -19,841	-15%	-$459K	0.07%	124
2026 Q1	$3M	Buy	129,017 +1,512	+1%	+$35.4K	0.1%	97
2025 Q4	$2.98M	Buy	127,505 +20,637	+19%	+$485K	0.11%	93
2025 Q3	$2.51M	Buy	106,868 +9,488	+10%	+$220K	0.1%	100
2025 Q2	$2.26M	Buy	97,380 +512	+0.5%	+$11.7K	0.1%	103
2025 Q1	$2.24M	Buy	96,868 +59,260	+158%	+$1.36M	0.12%	97
2024 Q4	$854K	Sell	37,608 -1,398	-4%	-$32.3K	0.05%	166
2024 Q3	$927K	Buy	39,006 +3,908	+11%	+$91.5K	0.06%	152
2024 Q2	$800K	Sell	35,098 -1,908	-5%	-$43.2K	0.06%	154
2024 Q1	$851K	Sell	37,006 -1,438	-4%	-$33.1K	0.06%	155
2023 Q4	$896K	Sell	38,444 -24,760	-39%	-$554K	0.08%	136
2023 Q3	$1.4M	Sell	63,204 -33,516	-35%	-$760K	0.14%	89
2023 Q2	$2.23M	Sell	96,720 -15,888	-14%	-$370K	0.23%	60
2023 Q1	$2.64M	Sell	112,608 -4,282	-4%	-$99.6K	0.3%	53
2022 Q4	$2.67M	Sell	116,890 -29,532	-20%	-$672K	0.34%	48
2022 Q3	$3.32M	Buy	146,422 +8,286	+6%	+$197K	0.5%	38
2022 Q2	$3.31M	Buy	138,136 +26,590	+24%	+$644K	0.53%	36
2022 Q1	$2.82M	Buy	111,546 +65,748	+144%	+$1.71M	0.48%	33
2021 Q4	$1.23M	Buy	45,798 +10,120	+28%	+$274K	0.22%	62
2021 Q3	$968K	Buy	35,678 +996	+3%	+$27.3K	0.22%	58
2021 Q2	$947K	Buy	34,682 +7,438	+27%	+$202K	0.23%	50
2021 Q1	$735K	Buy	27,244 +2,394	+10%	+$65.7K	0.2%	56
2020 Q4	$696K	Sell	24,850 -2,508	-9%	-$70.1K	0.21%	48
2020 Q3	$767K	Hold	27,358	–	–	0.28%	39
2020 Q2	$769K	Sell	27,358 -1,504	-5%	-$41.8K	0.3%	35
2020 Q1	$783K	Sell	28,862 -2,480	-8%	-$67K	0.35%	33
2019 Q4	$837K	Sell	31,342 -10,008	-24%	-$268K	0.32%	40
2019 Q3	$1.11M	Sell	41,350 -5,878	-12%	-$157K	0.47%	29
2019 Q2	$1.25M	Sell	47,228 -528	-1%	-$13.7K	0.52%	28
2019 Q1	$1.24M	Buy	47,756 +2,310	+5%	+$58.9K	0.53%	26
2018 Q4	$1.15M	Buy	+45,446	New	+$1.13M	0.56%	26

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

Zhang Financial's SCHZ Position: Q2 2026 in Review

Zhang Financial reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2026, selling an estimated $459K and leaving 109,176 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #124.

Zhang Financial first reported a position in SCHZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.32M in Q3 2022. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Zhang Financial held 109,176 shares of Schwab US Aggregate Bond ETF worth $2.53M as of Q2 2026.
Zhang Financial sold 19,841 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $459K.
Schwab US Aggregate Bond ETF made up 0.07% of Zhang Financial's portfolio in Q2 2026, its #124 holding.
Zhang Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
Zhang Financial's Schwab US Aggregate Bond ETF position peaked at $3.32M in Q3 2022.
353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.