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Apeiron RIA’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Apeiron RIA’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
Q2 		$1.5M Sell
64,940
-45,346
-41% -$1.05M 0.39% 50
2026
Q1 		$2.56M Buy
110,286
+2,470
+2% +$57.8K 0.59% 37
2025
Q4 		$2.51M Sell
107,816
-193,872
-64% -$4.55M 0.51% 42
2025
Q3 		$7.09M Buy
301,688
+46,009
+18% +$1.07M 1.6% 19
2025
Q2 		$5.94M Buy
255,679
+28,490
+13% +$654K 1.53% 20
2025
Q1 		$5.26M Buy
227,189
+45,161
+25% +$1.03M 1.59% 19
2024
Q4 		$4.13M Buy
182,028
+14,760
+9% +$341K 1.16% 21
2024
Q3 		$3.97M Buy
167,268
+12,342
+8% +$289K 1.14% 22
2024
Q2 		$3.53M Sell
154,926
-1,054
-0.7% -$23.9K 1.08% 23
2024
Q1 		$3.59M Sell
155,980
-8,478
-5% -$195K 1.04% 23
2023
Q4 		$3.83M Sell
164,458
-47,172
-22% -$1.06M 1.2% 20
2023
Q3 		$4.68M Buy
211,630
+5,056
+2% +$115K 1.6% 19
2023
Q2 		$4.77M Buy
206,574
+14,184
+7% +$330K 1.63% 21
2023
Q1 		$4.51M Buy
192,390
+53,184
+38% +$1.24M 1.55% 20
2022
Q4 		$3.18M Buy
139,206
+23,166
+20% +$527K 1.22% 17
2022
Q3 		$2.6M Buy
116,040
+1,310
+1% +$31.2K 1.2% 18
2022
Q2 		$275 Buy
114,730
+24,968
+28% +$604K 0.08% 93
2022
Q1 		$2.23M Buy
+89,762
New +$2.33M 1.06% 20

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Apeiron RIA's SCHZ Position: Q2 2026 in Review

Apeiron RIA reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 41% in Q2 2026, selling an estimated $1.05M and leaving 64,940 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #50.

Apeiron RIA first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.09M in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Apeiron RIA held 64,940 shares of Schwab US Aggregate Bond ETF worth $1.5M as of Q2 2026.
  • Apeiron RIA sold 45,346 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.05M.
  • Schwab US Aggregate Bond ETF made up 0.39% of Apeiron RIA's portfolio in Q2 2026, its #50 holding.
  • Apeiron RIA first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Apeiron RIA's Schwab US Aggregate Bond ETF position peaked at $7.09M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.