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1900 Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

1900 Wealth Management’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
2025
Q4 		– Sell
-9,547
Closed -$224K – 246
2025
Q3 		$224K Sell
9,547
-40
-0.4% -$929 0.02% 219
2025
Q2 		$223K Sell
9,587
-433
-4% -$9.94K 0.02% 204
2025
Q1 		$232K Sell
10,020
-1,438
-13% -$32.9K 0.02% 205
2024
Q4 		$260K Buy
11,458
+1,088
+10% +$25.1K 0.02% 197
2024
Q3 		$246K Sell
10,370
-5,682
-35% -$133K 0.02% 204
2024
Q2 		$366K Sell
16,052
-24,412
-60% -$553K 0.03% 175
2024
Q1 		$931K Sell
40,464
-15,786
-28% -$363K 0.08% 111
2023
Q4 		$1.31M Sell
56,250
-125,726
-69% -$2.81M 0.12% 118
2023
Q3 		$4.02M Buy
181,976
+53,994
+42% +$1.22M 0.4% 59
2023
Q2 		$2.95M Buy
127,982
+2,532
+2% +$58.9K 0.3% 68
2023
Q1 		$2.87M Buy
125,450
+6,228
+5% +$145K 0.31% 64
2022
Q4 		$2.72M Sell
119,222
-14,892
-11% -$339K 0.3% 66
2022
Q3 		$3.04M Sell
134,114
-3,808
-3% -$90.7K 0.36% 60
2022
Q2 		$3.3M Buy
137,922
+1,240
+0.9% +$30K 0.36% 59
2022
Q1 		$3.46M Sell
136,682
-26,214
-16% -$681K 0.33% 60
2021
Q4 		$4.39M Sell
162,896
-110,994
-41% -$3M 0.4% 54
2021
Q3 		$7.43M Buy
273,890
+129,258
+89% +$3.54M 0.72% 32
2021
Q2 		$3.95M Buy
144,632
+74,426
+106% +$2.02M 0.38% 56
2021
Q1 		$1.89M Buy
70,206
+13,176
+23% +$362K 0.14% 73
2020
Q4 		$1.6M Buy
+57,030
New +$1.59M 0.19% 75

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1900 Wealth Management's SCHZ Position: Q4 2025 in Review

1900 Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 9,547 shares — an estimated $224K sold.

1900 Wealth Management first reported a position in SCHZ in Q4 2020 and held it in 20 quarters. The position peaked at $7.43M in Q3 2021. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • 1900 Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 9,547 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $224K.
  • 1900 Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 20 quarters.
  • 1900 Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.43M in Q3 2021.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on 1900 Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.