Ameriprise
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Ameriprise’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ameriprise’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 		$150M Buy
6,469,090
+101,118
+2% +$2.37M 0.03% 436
2025
Q4 		$149M Buy
6,367,972
+141,224
+2% +$3.32M 0.03% 449
2025
Q3 		$146M Sell
6,226,748
-1,223,546
-16% -$28.4M 0.03% 442
2025
Q2 		$173M Buy
7,450,294
+98,660
+1% +$2.26M 0.04% 389
2025
Q1 		$170M Sell
7,351,634
-1,280,165
-15% -$29.3M 0.05% 366
2024
Q4 		$196M Buy
8,631,799
+330,939
+4% +$7.65M 0.05% 348
2024
Q3 		$197M Buy
8,300,860
+2,933,582
+55% +$68.7M 0.05% 347
2024
Q2 		$122M Buy
5,367,278
+244,198
+5% +$5.53M 0.03% 443
2024
Q1 		$118M Sell
5,123,080
-207,656
-4% -$4.77M 0.03% 480
2023
Q4 		$124M Sell
5,330,736
-1,180,538
-18% -$26.4M 0.04% 448
2023
Q3 		$144M Buy
6,511,274
+498,090
+8% +$11.3M 0.05% 378
2023
Q2 		$139M Buy
6,013,184
+474,650
+9% +$11M 0.04% 403
2023
Q1 		$130M Buy
5,538,534
+1,232,730
+29% +$28.7M 0.04% 413
2022
Q4 		$98.3M Buy
4,305,804
+368,202
+9% +$8.38M 0.03% 480
2022
Q3 		$91.7M Sell
3,937,602
-4,223,762
-52% -$101M 0.03% 487
2022
Q2 		$195M Sell
8,161,364
-818,164
-9% -$19.8M 0.07% 299
2022
Q1 		$225M Buy
8,979,528
+2,374,552
+36% +$61.7M 0.07% 311
2021
Q4 		$178M Buy
6,604,976
+247,438
+4% +$6.69M 0.05% 389
2021
Q3 		$173M Buy
6,357,538
+178,212
+3% +$4.89M 0.06% 364
2021
Q2 		$169M Sell
6,179,326
-632,834
-9% -$17.2M 0.05% 367
2021
Q1 		$184M Buy
6,812,160
+34,820
+0.5% +$956K 0.06% 323
2020
Q4 		$190M Sell
6,777,340
-2,487,486
-27% -$69.6M 0.07% 301
2020
Q3 		$260M Buy
9,264,826
+595,914
+7% +$16.8M 0.11% 211
2020
Q2 		$244M Buy
8,668,912
+1,384,408
+19% +$38.5M 0.1% 208
2020
Q1 		$198M Buy
7,284,504
+1,660,024
+30% +$44.8M 0.1% 202
2019
Q4 		$150M Buy
5,624,480
+486,882
+9% +$13M 0.06% 294
2019
Q3 		$138M Buy
5,137,598
+782,092
+18% +$20.9M 0.06% 307
2019
Q2 		$115M Buy
4,355,506
+343,526
+9% +$8.93M 0.05% 368
2019
Q1 		$104M Buy
4,011,980
+534,702
+15% +$13.6M 0.05% 399
2018
Q4 		$88M Buy
3,477,278
+755,256
+28% +$18.9M 0.04% 408
2018
Q3 		$68.4M Buy
2,722,022
+334,766
+14% +$8.46M 0.02% 591
2018
Q2 		$60.4M Buy
2,387,256
+345,084
+17% +$8.72M 0.03% 586
2018
Q1 		$52M Buy
2,042,172
+396,140
+24% +$10.1M 0.02% 634
2017
Q4 		$42.8M Sell
1,646,032
-229,906
-12% -$6M 0.02% 639
2017
Q3 		$49.1M Buy
1,875,938
+413,744
+28% +$10.8M 0.02% 571
2017
Q2 		$38.2M Buy
1,462,194
+111,352
+8% +$2.9M 0.02% 650
2017
Q1 		$34.9M Buy
1,350,842
+49,596
+4% +$1.28M 0.02% 684
2016
Q4 		$33.4M Buy
1,301,246
+438,858
+51% +$11.5M 0.02% 689
2016
Q3 		$23.1M Buy
862,388
+325,574
+61% +$8.74M 0.01% 850
2016
Q2 		$14.5M Buy
536,814
+360,648
+205% +$9.56M 0.01% 1116
2016
Q1 		$4.62M Sell
176,166
-31,552
-15% -$824K ﹤0.01% 2009
2015
Q4 		$5.35M Buy
207,718
+109,218
+111% +$2.83M ﹤0.01% 1969
2015
Q3 		$2.56M Buy
98,500
+24,274
+33% +$630K ﹤0.01% 2477
2015
Q2 		$1.92M Buy
74,226
+20,730
+39% +$542K ﹤0.01% 2786
2015
Q1 		$1.43M Sell
53,496
-23,356
-30% -$616K ﹤0.01% 2751
2014
Q4 		$2.01M Buy
76,852
+76,076
+9,804% +$1.98M ﹤0.01% 2562
2014
Q3 		$20K Hold
776
– – ﹤0.01% 4483
2014
Q2 		$20K Sell
776
-46
-6% -$1.19K ﹤0.01% 4338
2014
Q1 		$21K Buy
822
+46
+6% +$1.17K ﹤0.01% 4188
2013
Q4 		$20K Hold
776
– – ﹤0.01% 4069
2013
Q3 		$20K Hold
776
– – ﹤0.01% 4420
2013
Q2 		$20K Buy
+776
New +$20.1K ﹤0.01% 4282

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise's SCHZ Position: Q1 2026 in Review

Ameriprise increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q1 2026, buying an estimated $2.37M and bringing the position to 6,469,090 shares worth $150M. The position accounts for 0.03% of the portfolio, ranked #436.

Ameriprise first reported a position in SCHZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $260M in Q3 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ameriprise held 6,469,090 shares of Schwab US Aggregate Bond ETF worth $150M as of Q1 2026.
  • Ameriprise bought 101,118 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.37M.
  • Schwab US Aggregate Bond ETF made up 0.03% of Ameriprise's portfolio in Q1 2026, its #436 holding.
  • Ameriprise first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Schwab US Aggregate Bond ETF position peaked at $260M in Q3 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.