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Americana Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Americana Partners’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
Q1 		– Sell
-11,837
Closed -$269K – 407
2024
Q4 		$269K Buy
+11,837
New +$273K 0.01% 353

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Americana Partners's SCHZ Position: Q1 2025 in Review

Americana Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 11,837 shares — an estimated $269K sold.

Americana Partners first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 647 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Americana Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Americana Partners sold 11,837 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $269K.
  • Americana Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Americana Partners's Schwab US Aggregate Bond ETF position peaked at $269K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Americana Partners's 13F filing for Q1 2025, filed 12 May 2025.