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Addison Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Addison Advisors’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
Q1 		– Sell
-50
Closed -$1.17K – 993
2025
Q4 		$1.17K Hold
50
– – ﹤0.01% 824
2025
Q3 		$1.17K Hold
50
– – ﹤0.01% 810
2025
Q2 		$1.16K Hold
50
– – ﹤0.01% 810
2025
Q1 		$1.16K Hold
50
– – ﹤0.01% 775
2024
Q4 		$1.14K Hold
50
– – ﹤0.01% 781
2024
Q3 		$1.19K Hold
50
– – ﹤0.01% 765
2024
Q2 		$1.14K Hold
50
– – ﹤0.01% 715
2024
Q1 		$1.15K Hold
50
– – ﹤0.01% 642
2023
Q4 		$1.17K Hold
50
– – ﹤0.01% 651
2023
Q3 		$1.11K Hold
50
– – ﹤0.01% 612
2023
Q2 		$1.15K Hold
50
– – ﹤0.01% 573
2023
Q1 		$1.17K Hold
50
– – ﹤0.01% 571
2022
Q4 		$1.14K Hold
50
– – ﹤0.01% 603
2022
Q3 		$1K Hold
50
– – ﹤0.01% 647
2022
Q2 		$1K Buy
+50
New +$1.21K ﹤0.01% 642

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Addison Advisors's SCHZ Position: Q1 2026 in Review

Addison Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 50 shares — an estimated $1.17K sold.

Addison Advisors first reported a position in SCHZ in Q2 2022 and held it in 15 quarters. The position peaked at $1.19K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Addison Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Addison Advisors sold 50 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.17K.
  • Addison Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 15 quarters.
  • Addison Advisors's Schwab US Aggregate Bond ETF position peaked at $1.19K in Q3 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.