Advisornet Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Buy |
10,231
+175
| +2% | +$4.1K | 0.01% | 561 |
|
|
2025
Q4 | $235K | Buy |
10,056
+3,605
| +56% | +$84.7K | 0.01% | 562 |
|
|
2025
Q3 | $151K | Buy |
6,451
+209
| +3% | +$4.86K | 0.01% | 669 |
|
|
2025
Q2 | $145K | Buy |
6,242
+909
| +17% | +$20.9K | 0.01% | 652 |
|
|
2025
Q1 | $124K | Buy |
5,333
+559
| +12% | +$12.8K | 0.01% | 664 |
|
|
2024
Q4 | $108K | Sell |
4,774
-137,658
| -97% | -$3.18M | 0.01% | 665 |
|
|
2024
Q3 | $3.38M | Buy |
142,432
+1,110
| +0.8% | +$26K | 0.25% | 95 |
|
|
2024
Q2 | $3.22M | Buy |
141,322
+312
| +0.2% | +$7.07K | 0.29% | 86 |
|
|
2024
Q1 | $3.24M | Sell |
141,010
-144
| -0.1% | -$3.31K | 0.31% | 76 |
|
|
2023
Q4 | $3.29M | Sell |
141,154
-18,760
| -12% | -$420K | 0.3% | 79 |
|
|
2023
Q3 | $3.54M | Buy |
159,914
+6,764
| +4% | +$153K | 0.32% | 76 |
|
|
2023
Q2 | $3.53M | Buy |
153,150
+2,102
| +1% | +$48.9K | 0.3% | 87 |
|
|
2023
Q1 | $3.54M | Buy |
151,048
+37,478
| +33% | +$872K | 0.32% | 81 |
|
|
2022
Q4 | $2.59M | Sell |
113,570
-6,620
| -6% | -$151K | 0.26% | 93 |
|
|
2022
Q3 | $2.72M | Buy |
120,190
+746
| +0.6% | +$17.8K | 0.27% | 92 |
|
|
2022
Q2 | $2.86M | Sell |
119,444
-81,828
| -41% | -$1.98M | 0.28% | 93 |
|
|
2022
Q1 | $5.09M | Buy |
201,272
+7,242
| +4% | +$188K | 0.32% | 70 |
|
|
2021
Q4 | $5.23M | Sell |
194,030
-27,658
| -12% | -$748K | 0.32% | 73 |
|
|
2021
Q3 | $6.01M | Sell |
221,688
-5,620
| -2% | -$154K | 0.42% | 51 |
|
|
2021
Q2 | $6.21M | Sell |
227,308
-14,918
| -6% | -$405K | 0.41% | 56 |
|
|
2021
Q1 | $6.53M | Buy |
242,226
+13,534
| +6% | +$372K | 0.47% | 44 |
|
|
2020
Q4 | $6.41M | Sell |
228,692
-690
| -0.3% | -$19.3K | 0.52% | 40 |
|
|
2020
Q3 | $6.43M | Sell |
229,382
-41,282
| -15% | -$1.16M | 0.55% | 32 |
|
|
2020
Q2 | $7.61M | Buy |
270,664
+55,168
| +26% | +$1.53M | 0.61% | 34 |
|
|
2020
Q1 | $5.85M | Buy |
215,496
+11,988
| +6% | +$324K | 0.54% | 43 |
|
|
2019
Q4 | $5.44M | Buy |
203,508
+6,696
| +3% | +$179K | 0.46% | 46 |
|
|
2019
Q3 | $5.3M | Buy |
196,812
+10,876
| +6% | +$291K | 0.49% | 44 |
|
|
2019
Q2 | $4.93M | Buy |
185,936
+21,858
| +13% | +$568K | 0.55% | 35 |
|
|
2019
Q1 | $4.26M | Sell |
164,078
-6,700
| -4% | -$171K | 0.52% | 35 |
|
|
2018
Q4 | $4.32M | Sell |
170,778
-19,998
| -10% | -$499K | 0.6% | 30 |
|
|
2018
Q3 | $4.79M | Sell |
190,776
-4,682
| -2% | -$118K | 0.6% | 25 |
|
|
2018
Q2 | $4.95M | Buy |
195,458
+38,784
| +25% | +$980K | 0.67% | 26 |
|
|
2018
Q1 | $4M | Buy |
156,674
+66,746
| +74% | +$1.71M | 0.55% | 31 |
|
|
2017
Q4 | $2.34M | Buy |
+89,928
| New | +$2.35M | 0.36% | 61 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Advisornet Financial's SCHZ Position: Q1 2026 in Review
Advisornet Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q1 2026, buying an estimated $4.1K and bringing the position to 10,231 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #561.
Advisornet Financial first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.61M in Q2 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Advisornet Financial held 10,231 shares of Schwab US Aggregate Bond ETF worth $238K as of Q1 2026.
- Advisornet Financial bought 175 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $4.1K.
- Schwab US Aggregate Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #561 holding.
- Advisornet Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Schwab US Aggregate Bond ETF position peaked at $7.61M in Q2 2020.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.