Advisory Services Network’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 | $1.49M | Buy |
63,990
+4,245
| +7% | +$99.3K | 0.02% | 758 |
|
|
2025
Q4 | $1.4M | Sell |
59,745
-6,339
| -10% | -$149K | 0.02% | 750 |
|
|
2025
Q3 | $1.55M | Buy |
66,084
+2,369
| +4% | +$55K | 0.02% | 686 |
|
|
2025
Q2 | $1.47M | Buy |
63,715
+13,223
| +26% | +$303K | 0.02% | 669 |
|
|
2025
Q1 | $1.17M | Buy |
50,492
+4,439
| +10% | +$102K | 0.02% | 701 |
|
|
2024
Q4 | $1.05M | Buy |
46,053
+3,939
| +9% | +$91K | 0.02% | 725 |
|
|
2024
Q3 | $960K | Hold |
42,114
| – | – | 0.02% | 726 |
|
|
2024
Q2 | $960K | Sell |
42,114
-2,522
| -6% | -$57.2K | 0.02% | 726 |
|
|
2024
Q1 | $1.03M | Buy |
44,636
+16,368
| +58% | +$376K | 0.02% | 675 |
|
|
2023
Q4 | $659K | Buy |
28,268
+7,610
| +37% | +$170K | 0.02% | 786 |
|
|
2023
Q3 | $457K | Buy |
20,658
+2,162
| +12% | +$49K | 0.01% | 955 |
|
|
2023
Q2 | $427K | Buy |
18,496
+1,286
| +7% | +$29.9K | 0.01% | 985 |
|
|
2023
Q1 | $404K | Buy |
17,210
+10,256
| +147% | +$239K | 0.01% | 1013 |
|
|
2022
Q4 | $159K | Buy |
+6,954
| New | +$158K | ﹤0.01% | 1375 |
|
|
2021
Q3 | – | Sell |
-36,354
| Closed | -$992K | – | 2906 |
|
|
2021
Q2 | $992K | Sell |
36,354
-7,358
| -17% | -$200K | 0.03% | 591 |
|
|
2021
Q1 | $1.18M | Buy |
43,712
+420
| +1% | +$11.5K | 0.04% | 499 |
|
|
2020
Q4 | $1.21M | Buy |
43,292
+17,170
| +66% | +$480K | 0.05% | 438 |
|
|
2020
Q3 | $732K | Hold |
26,122
| – | – | 0.03% | 503 |
|
|
2020
Q2 | $735K | Sell |
26,122
-7,484
| -22% | -$208K | 0.04% | 472 |
|
|
2020
Q1 | $912K | Buy |
33,606
+5,998
| +22% | +$162K | 0.06% | 357 |
|
|
2019
Q4 | $738K | Buy |
27,608
+19,414
| +237% | +$520K | 0.04% | 507 |
|
|
2019
Q3 | $217K | Hold |
8,194
| – | – | 0.01% | 802 |
|
|
2019
Q2 | $217K | Sell |
8,194
-794
| -9% | -$20.7K | 0.01% | 800 |
|
|
2019
Q1 | $233K | Buy |
8,988
+336
| +4% | +$8.57K | 0.02% | 745 |
|
|
2018
Q4 | $219K | Buy |
8,652
+398
| +5% | +$9.94K | 0.02% | 683 |
|
|
2018
Q3 | $207K | Hold |
8,254
| – | – | 0.02% | 747 |
|
|
2018
Q2 | $208K | Buy |
8,254
+2,684
| +48% | +$67.8K | 0.02% | 733 |
|
|
2018
Q1 | $142K | Buy |
5,570
+14
| +0.3% | +$358 | 0.01% | 898 |
|
|
2017
Q4 | $145K | Buy |
5,556
+1,470
| +36% | +$38.4K | 0.01% | 875 |
|
|
2017
Q3 | $107K | Buy |
4,086
+1,304
| +47% | +$34.2K | 0.01% | 850 |
|
|
2017
Q2 | $73K | Buy |
2,782
+1,722
| +162% | +$44.9K | 0.01% | 935 |
|
|
2017
Q1 | $27K | Buy |
+1,060
| New | +$27.4K | ﹤0.01% | 1178 |
|
|
2016
Q3 | $41K | Buy |
1,522
+480
| +46% | +$12.9K | 0.01% | 928 |
|
|
2016
Q2 | $28K | Buy |
1,042
+986
| +1,761% | +$26.1K | 0.01% | 945 |
|
|
2016
Q1 | $1K | Buy |
+56
| New | +$1.46K | ﹤0.01% | 1607 |
|
|
2015
Q2 | – | Sell |
-966
| Closed | -$26K | – | 1495 |
|
|
2015
Q1 | $26K | Buy |
+966
| New | +$25.5K | 0.01% | 634 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Advisory Services Network's SCHZ Position: Q1 2026 in Review
Advisory Services Network increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.1% in Q1 2026, buying an estimated $99.3K and bringing the position to 63,990 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #758.
Advisory Services Network first reported a position in SCHZ in Q1 2015 and has held it in 36 quarters since. The position peaked at $1.55M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Advisory Services Network held 63,990 shares of Schwab US Aggregate Bond ETF worth $1.49M as of Q1 2026.
- Advisory Services Network bought 4,245 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $99.3K.
- Schwab US Aggregate Bond ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #758 holding.
- Advisory Services Network first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and has held it in 36 quarters since.
- Advisory Services Network's Schwab US Aggregate Bond ETF position peaked at $1.55M in Q3 2025.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.