MYECFO, LLC SCHZ holdings history
SCHWAB US AGGREGATE BOND ETF · CUSIP 808524839 · CIK 1986457
As of 2026-06-30, MYECFO, LLC reported 562.92K SCHZ (shares), valued at $13.02M, or 4.91% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 6.88%; reported value increased 6.47%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.91% | 562,920 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 5.12% | 526,687 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 5.09% | 513,371 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 5.29% | 495,524 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 5.51% | 483,048 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 5.91% | 482,188 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 5.84% | 476,763 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 6.03% | 234,106 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 6.00% | 228,385 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 6.01% | 222,893 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 6.51% | 221,420 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 6.35% | 207,097 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.35% | 207,097 | $9.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 6.51% | 221,420 | $10.33M | Shares increased 6.92%; reported value increased 12.82%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 6.01% | 222,893 | $10.25M | Shares increased 0.67%; reported value decreased 0.78%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 6.00% | 228,385 | $10.41M | Shares increased 2.46%; reported value increased 1.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 6.03% | 234,106 | $11.12M | Shares increased 2.50%; reported value increased 6.87%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 5.84% | 476,763 | $10.83M | Shares increased 103.65%; reported value decreased 2.68%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 5.91% | 482,188 | $11.17M | Shares increased 1.14%; reported value increased 3.14%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 5.51% | 483,048 | $11.23M | Shares increased 0.18%; reported value increased 0.58%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 5.29% | 495,524 | $11.63M | Shares increased 2.58%; reported value increased 3.54%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 5.09% | 513,371 | $12.00M | Shares increased 3.60%; reported value increased 3.17%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 5.12% | 526,687 | $12.23M | Shares increased 2.59%; reported value increased 1.93%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 4.91% | 562,920 | $13.02M | Shares increased 6.88%; reported value increased 6.47%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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