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Atria Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atria Investments’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 		$249K Buy
10,726
+625
+6% +$14.6K ﹤0.01% 1864
2025
Q4 		$236K Sell
10,101
-73,470
-88% -$1.73M ﹤0.01% 1882
2025
Q3 		$1.96M Sell
83,571
-24,433
-23% -$568K 0.02% 728
2025
Q2 		$2.51M Sell
108,004
-306
-0.3% -$7.02K 0.03% 630
2025
Q1 		$2.51M Buy
108,310
+35,877
+50% +$822K 0.03% 614
2024
Q4 		$1.64M Sell
72,433
-52,193
-42% -$1.21M 0.02% 764
2024
Q3 		$2.96M Sell
124,626
-1,106
-0.9% -$25.9K 0.04% 530
2024
Q2 		$2.87M Sell
125,732
-19,810
-14% -$449K 0.04% 520
2024
Q1 		$3.35M Buy
145,542
+8,912
+7% +$205K 0.05% 466
2023
Q4 		$3.18M Sell
136,630
-14,966
-10% -$335K 0.05% 426
2023
Q3 		$3.35M Buy
151,596
+18,412
+14% +$417K 0.06% 393
2023
Q2 		$3.07M Buy
133,184
+62,480
+88% +$1.45M 0.06% 407
2023
Q1 		$1.66M Buy
+70,704
New +$1.65M 0.03% 605
2020
Q1 		– Sell
-60,562
Closed -$1.62M – 1080
2019
Q4 		$1.62M Buy
60,562
+412
+0.7% +$11K 0.04% 380
2019
Q3 		$1.62M Sell
60,150
-1,424
-2% -$38.1K 0.06% 281
2019
Q2 		$1.66M Sell
61,574
-25,272
-29% -$657K 0.06% 266
2019
Q1 		$2.25M Buy
86,846
+14,242
+20% +$363K 0.1% 202
2018
Q4 		$1.84M Sell
72,604
-1,256
-2% -$31.4K 0.08% 190
2018
Q3 		$1.86M Buy
73,860
+8,022
+12% +$203K 0.07% 246
2018
Q2 		$1.67M Sell
65,838
-9,166
-12% -$232K 0.07% 264
2018
Q1 		$1.91M Sell
75,004
-8,702
-10% -$223K 0.09% 228
2017
Q4 		$2.18M Buy
83,706
+26,464
+46% +$690K 0.11% 204
2017
Q3 		$1.5M Buy
57,242
+2,772
+5% +$72.6K 0.08% 236
2017
Q2 		$1.42M Buy
54,470
+6,414
+13% +$167K 0.09% 235
2017
Q1 		$1.24M Buy
+48,056
New +$1.24M 0.08% 232
2016
Q2 		– Sell
-176,918
Closed -$4.67M – 501
2016
Q1 		$4.67M Sell
176,918
-39,014
-18% -$1.02M 0.53% 28
2015
Q4 		$5.6M Buy
215,932
+772
+0.4% +$20K 0.62% 27
2015
Q3 		$5.61M Buy
215,160
+10,566
+5% +$274K 0.78% 21
2015
Q2 		$5.29M Buy
204,594
+33,678
+20% +$880K 0.62% 27
2015
Q1 		$4.52M Buy
170,916
+7,876
+5% +$208K 0.51% 35
2014
Q4 		$4.27M Buy
163,040
+36,718
+29% +$958K 0.45% 34
2014
Q3 		$3.27M Sell
126,322
-484
-0.4% -$12.5K 0.33% 48
2014
Q2 		$3.29M Buy
126,806
+42,410
+50% +$1.09M 0.33% 48
2014
Q1 		$2.16M Sell
84,396
-6,396
-7% -$163K 0.22% 88
2013
Q4 		$2.28M Sell
90,792
-37,016
-29% -$940K 0.23% 73
2013
Q3 		$3.25M Sell
127,808
-12,320
-9% -$311K 0.34% 54
2013
Q2 		$3.54M Buy
+140,128
New +$3.64M 0.43% 44

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

Atria Investments's SCHZ Position: Q1 2026 in Review

Atria Investments increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.2% in Q1 2026, buying an estimated $14.6K and bringing the position to 10,726 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Atria Investments first reported a position in SCHZ in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.61M in Q3 2015. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Atria Investments held 10,726 shares of Schwab US Aggregate Bond ETF worth $249K as of Q1 2026.
  • Atria Investments bought 625 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $14.6K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1864 holding.
  • Atria Investments first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 37 quarters since.
  • Atria Investments's Schwab US Aggregate Bond ETF position peaked at $5.61M in Q3 2015.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.