Aspiriant LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $345K | Hold |
14,874
| – | – | 0.01% | 262 |
|
|
2025
Q4 | $348K | Sell |
14,874
-1,954
| -12% | -$45.9K | 0.01% | 256 |
|
|
2025
Q3 | $395K | Hold |
16,828
| – | – | 0.01% | 223 |
|
|
2025
Q2 | $391K | Sell |
16,828
-528
| -3% | -$12.1K | 0.01% | 228 |
|
|
2025
Q1 | $402K | Sell |
17,356
-7,188
| -29% | -$165K | 0.01% | 206 |
|
|
2024
Q4 | $557K | Hold |
24,544
| – | – | 0.02% | 182 |
|
|
2024
Q3 | $583K | Hold |
24,544
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $559K | Hold |
24,544
| – | – | 0.02% | 185 |
|
|
2024
Q1 | $565K | Sell |
24,544
-258
| -1% | -$5.93K | 0.02% | 183 |
|
|
2023
Q4 | $578K | Sell |
24,802
-1,544
| -6% | -$34.5K | 0.03% | 179 |
|
|
2023
Q3 | $583K | Sell |
26,346
-350
| -1% | -$7.93K | 0.03% | 167 |
|
|
2023
Q2 | $616K | Sell |
26,696
-558
| -2% | -$13K | 0.03% | 168 |
|
|
2023
Q1 | $639K | Sell |
27,254
-228
| -0.8% | -$5.3K | 0.03% | 162 |
|
|
2022
Q4 | $627K | Buy |
27,482
+11,458
| +72% | +$261K | 0.03% | 162 |
|
|
2022
Q3 | $364K | Sell |
16,024
-144
| -0.9% | -$3.43K | 0.02% | 190 |
|
|
2022
Q2 | $388K | Sell |
16,168
-1,906
| -11% | -$46.1K | 0.02% | 185 |
|
|
2022
Q1 | $458K | Sell |
18,074
-466
| -3% | -$12.1K | 0.03% | 182 |
|
|
2021
Q4 | $500K | Sell |
18,540
-414
| -2% | -$11.2K | 0.03% | 177 |
|
|
2021
Q3 | $513K | Sell |
18,954
-184
| -1% | -$5.04K | 0.03% | 157 |
|
|
2021
Q2 | $521K | Sell |
19,138
-186
| -1% | -$5.05K | 0.03% | 156 |
|
|
2021
Q1 | $523K | Sell |
19,324
-7,590
| -28% | -$208K | 0.03% | 142 |
|
|
2020
Q4 | $754K | Sell |
26,914
-4,136
| -13% | -$116K | 0.05% | 122 |
|
|
2020
Q3 | $870K | Sell |
31,050
-4,966
| -14% | -$140K | 0.07% | 110 |
|
|
2020
Q2 | $1.01M | Sell |
36,016
-14,684
| -29% | -$409K | 0.09% | 80 |
|
|
2020
Q1 | $1.38M | Sell |
50,700
-25,336
| -33% | -$684K | 0.14% | 62 |
|
|
2019
Q4 | $2.03M | Sell |
76,036
-10,418
| -12% | -$279K | 0.19% | 59 |
|
|
2019
Q3 | $2.33M | Sell |
86,454
-6,556
| -7% | -$175K | 0.21% | 70 |
|
|
2019
Q2 | $2.46M | Sell |
93,010
-11,376
| -11% | -$296K | 0.21% | 70 |
|
|
2019
Q1 | $2.71M | Sell |
104,386
-17,100
| -14% | -$436K | 0.22% | 70 |
|
|
2018
Q4 | $3.08M | Sell |
121,486
-39,082
| -24% | -$976K | 0.23% | 61 |
|
|
2018
Q3 | $4.05M | Sell |
160,568
-41,822
| -21% | -$1.06M | 0.35% | 50 |
|
|
2018
Q2 | $5.13M | Sell |
202,390
-10,604
| -5% | -$268K | 0.44% | 47 |
|
|
2018
Q1 | $5.43M | Buy |
212,994
+170,308
| +399% | +$4.36M | 0.47% | 43 |
|
|
2017
Q4 | $1.11M | Sell |
42,686
-191,942
| -82% | -$5.01M | 0.33% | 36 |
|
|
2017
Q3 | $6.14M | Buy |
234,628
+42,932
| +22% | +$1.13M | 0.51% | 38 |
|
|
2017
Q2 | $5.01M | Buy |
191,696
+1,554
| +0.8% | +$40.5K | 0.44% | 41 |
|
|
2017
Q1 | $4.92M | Buy |
+190,142
| New | +$4.91M | 0.42% | 42 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Aspiriant LLC's SCHZ Position: Q1 2026 in Review
Aspiriant LLC held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 14,874 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #262.
Aspiriant LLC first reported a position in SCHZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.14M in Q3 2017. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Aspiriant LLC held 14,874 shares of Schwab US Aggregate Bond ETF worth $345K as of Q1 2026.
- Aspiriant LLC left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
- Schwab US Aggregate Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #262 holding.
- Aspiriant LLC first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 37 quarters since.
- Aspiriant LLC's Schwab US Aggregate Bond ETF position peaked at $6.14M in Q3 2017.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.