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Ashton Thomas Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ashton Thomas Private Wealth’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 		$8.84M Buy
380,755
+11,207
+3% +$262K 0.21% 105
2025
Q4 		$8.64M Buy
369,548
+33,426
+10% +$785K 0.21% 104
2025
Q3 		$7.89M Buy
336,122
+93,209
+38% +$2.17M 0.2% 117
2025
Q2 		$5.65M Sell
242,913
-3,882
-2% -$89.1K 0.2% 123
2025
Q1 		$5.72M Buy
246,795
+76,265
+45% +$1.75M 0.22% 118
2024
Q4 		$3.87M Buy
+170,530
New +$3.94M 0.15% 164
2024
Q3 		– Sell
-392
Closed -$8.93K – 1608
2024
Q2 		$8.93K Buy
+392
New +$8.88K ﹤0.01% 1366

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

Ashton Thomas Private Wealth's SCHZ Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3% in Q1 2026, buying an estimated $262K and bringing the position to 380,755 shares worth $8.84M. The position accounts for 0.21% of the portfolio, ranked #105.

Ashton Thomas Private Wealth first reported a position in SCHZ in Q2 2024 and has held it in 7 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ashton Thomas Private Wealth held 380,755 shares of Schwab US Aggregate Bond ETF worth $8.84M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 11,207 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $262K.
  • Schwab US Aggregate Bond ETF made up 0.21% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #105 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.