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Ancora Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ancora Advisors’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 		$1.94M Sell
83,539
-1,413
-2% -$33.1K 0.04% 289
2025
Q4 		$1.99M Sell
84,952
-18,562
-18% -$436K 0.04% 303
2025
Q3 		$2.43M Buy
103,514
+149
+0.1% +$3.46K 0.05% 260
2025
Q2 		$2.4M Buy
103,365
+1,624
+2% +$37.3K 0.05% 259
2025
Q1 		$2.36M Sell
101,741
-4,080
-4% -$93.5K 0.05% 258
2024
Q4 		$2.4M Sell
105,821
-1,121
-1% -$25.9K 0.05% 253
2024
Q3 		$2.54M Sell
106,942
-7,930
-7% -$186K 0.06% 243
2024
Q2 		$2.62M Sell
114,872
-5,132
-4% -$116K 0.06% 235
2024
Q1 		$2.76M Sell
120,004
-4,588
-4% -$105K 0.06% 227
2023
Q4 		$2.9M Sell
124,592
-14,578
-10% -$326K 0.07% 219
2023
Q3 		$3.08M Sell
139,170
-2,636
-2% -$59.7K 0.08% 194
2023
Q2 		$3.27M Sell
141,806
-5,426
-4% -$126K 0.09% 183
2023
Q1 		$3.45M Sell
147,232
-6,904
-4% -$161K 0.1% 177
2022
Q4 		$3.52M Sell
154,136
-154,686
-50% -$3.52M 0.1% 177
2022
Q3 		$7M Sell
308,822
-451,988
-59% -$10.8M 0.22% 92
2022
Q2 		$18.2M Sell
760,810
-68,716
-8% -$1.66M 0.51% 42
2022
Q1 		$21M Sell
829,526
-49,482
-6% -$1.29M 0.51% 44
2021
Q4 		$23.7M Sell
879,008
-67,482
-7% -$1.82M 0.56% 42
2021
Q3 		$25.7M Sell
946,490
-137,886
-13% -$3.78M 0.66% 32
2021
Q2 		$29.6M Buy
1,084,376
+21,036
+2% +$571K 0.77% 23
2021
Q1 		$28.7M Buy
1,063,340
+60,348
+6% +$1.66M 0.79% 22
2020
Q4 		$28.1M Buy
1,002,992
+36,870
+4% +$1.03M 0.91% 17
2020
Q3 		$27.1M Buy
966,122
+17,472
+2% +$493K 1.08% 15
2020
Q2 		$26.7M Buy
948,650
+9,608
+1% +$267K 1.12% 12
2020
Q1 		$25.5M Sell
939,042
-27,150
-3% -$733K 1.18% 9
2019
Q4 		$25.8M Buy
966,192
+39,254
+4% +$1.05M 0.96% 18
2019
Q3 		$25M Buy
926,938
+31,864
+4% +$852K 1.09% 13
2019
Q2 		$23.7M Buy
895,074
+83,286
+10% +$2.17M 1.06% 11
2019
Q1 		$21.1M Buy
811,788
+42,512
+6% +$1.08M 0.96% 16
2018
Q4 		$19.5M Sell
769,276
-41,860
-5% -$1.05M 0.94% 19
2018
Q3 		$20.4M Buy
811,136
+20,758
+3% +$524K 0.79% 19
2018
Q2 		$20M Sell
790,378
-60,070
-7% -$1.52M 0.87% 14
2018
Q1 		$21.7M Buy
850,448
+107,676
+14% +$2.75M 0.98% 10
2017
Q4 		$19.3M Sell
742,772
-4,798
-0.6% -$125K 1.03% 12
2017
Q3 		$19.6M Buy
747,570
+141,512
+23% +$3.71M 1.13% 7
2017
Q2 		$15.8M Buy
606,058
+56,946
+10% +$1.49M 1.03% 10
2017
Q1 		$14.2M Buy
549,112
+22,562
+4% +$582K 0.96% 10
2016
Q4 		$13.6M Buy
+526,550
New +$13.8M 0.99% 9

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
Ameriprise
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
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

Ancora Advisors's SCHZ Position: Q1 2026 in Review

Ancora Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q1 2026, selling an estimated $33.1K and leaving 83,539 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #289.

Ancora Advisors first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.6M in Q2 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ancora Advisors held 83,539 shares of Schwab US Aggregate Bond ETF worth $1.94M as of Q1 2026.
  • Ancora Advisors sold 1,413 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $33.1K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Ancora Advisors's portfolio in Q1 2026, its #289 holding.
  • Ancora Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Ancora Advisors's Schwab US Aggregate Bond ETF position peaked at $29.6M in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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