AR
SCHZ icon

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
Q3 		$1.17M Sell
52,791
-12,149
-19% -$276K 0.26% 61
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 		$275K 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

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Apeiron RIA's SCHZ Position: Q3 2026 in Review

Apeiron RIA reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q3 2026, selling an estimated $276K and leaving 52,791 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #61.

Apeiron RIA first reported a position in SCHZ in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.09M in Q3 2025. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Apeiron RIA held 52,791 shares of Schwab US Aggregate Bond ETF worth $1.17M as of Q3 2026.
  • Apeiron RIA sold 12,149 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $276K.
  • Schwab US Aggregate Bond ETF made up 0.26% of Apeiron RIA's portfolio in Q3 2026, its #61 holding.
  • Apeiron RIA first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Apeiron RIA's Schwab US Aggregate Bond ETF position peaked at $7.09M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.