Zynergy Retirement Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Zynergy Retirement Planning’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	$32.5M	Buy	1,405,679 +79,409	+6%	+$1.84M	17.63%	2
2026 Q1	$30.8M	Buy	1,326,270 +74,723	+6%	+$1.75M	18.62%	2
2025 Q4	$29.2M	Buy	1,251,547 +1,117	+0.1%	+$26.2K	18%	2
2025 Q3	$29.3M	Buy	1,250,430 +28,472	+2%	+$661K	18.51%	2
2025 Q2	$28.4M	Buy	1,221,958 +57,153	+5%	+$1.31M	19.05%	2
2025 Q1	$26.4M	Buy	1,164,805 +602,579	+107%	+$13.8M	18.76%	2
2024 Q4	$26.7M	Sell	562,226 -562,226	-50%	-$13M	18.82%	2
2024 Q3	$26.7M	Buy	1,124,452 +37,552	+3%	+$879K	18.82%	2
2024 Q2	$24.8M	Buy	+1,086,900	New	+$24.6M	18.96%	2

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Zynergy Retirement Planning's SCHZ Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,405,679 shares worth $32.5M. The position accounts for 17.63% of the portfolio, ranked #2.

Zynergy Retirement Planning first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. 375 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Zynergy Retirement Planning held 1,405,679 shares of Schwab US Aggregate Bond ETF worth $32.5M as of Q2 2026.
Zynergy Retirement Planning bought 79,409 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.84M.
Schwab US Aggregate Bond ETF made up 17.63% of Zynergy Retirement Planning's portfolio in Q2 2026, its #2 holding.
Zynergy Retirement Planning first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
375 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.