AHL Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AHL Investment 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 Q3	$836K	Buy	35,630 +87	+0.2%	+$2.02K	0.57%	41
2025 Q2	$826K	Buy	35,543 +4,300	+14%	+$98.7K	0.55%	42
2025 Q1	$724K	Buy	31,243 +5,000	+19%	+$115K	0.5%	44
2024 Q4	$596K	Buy	26,243 +9,545	+57%	+$221K	0.42%	46
2024 Q3	$397K	Buy	16,698 +44	+0.3%	+$1.03K	0.27%	54
2024 Q2	$380K	Buy	16,654 +6,630	+66%	+$150K	0.28%	55
2024 Q1	$231K	Hold	10,024	–	–	0.18%	63
2023 Q4	$234K	Buy	10,024 +46	+0.5%	+$1.03K	0.19%	57
2023 Q3	$221K	Buy	9,978 +304	+3%	+$6.89K	0.2%	58
2023 Q2	$223K	Buy	+9,674	New	+$225K	0.2%	59
2022 Q3	–	Sell	-8,584	Closed	-$205K	–	57
2022 Q2	$205K	Buy	8,584 +22	+0.3%	+$532	0.21%	57
2022 Q1	$216K	Buy	8,562 +62	+0.7%	+$1.61K	0.2%	58
2021 Q4	$229K	Buy	+8,500	New	+$230K	0.21%	60

Other funds holding SCHZ

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 $4.02B AUM 20% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHL Investment Management's SCHZ Position: Q3 2025 in Review

AHL Investment Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.24% in Q3 2025, buying an estimated $2.02K and bringing the position to 35,630 shares worth $836K. The position accounts for 0.57% of the portfolio, ranked #41.

AHL Investment Management first reported a position in SCHZ in Q4 2021 and has held it in 13 quarters since. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

AHL Investment Management held 35,630 shares of Schwab US Aggregate Bond ETF worth $836K as of Q3 2025.
AHL Investment Management bought 87 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $2.02K.
Schwab US Aggregate Bond ETF made up 0.57% of AHL Investment Management's portfolio in Q3 2025, its #41 holding.
AHL Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 13 quarters since.
626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.