BCWM LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

BCWM LLC’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	$2.04M	Buy	87,930 +1,253	+1%	+$29.3K	0.58%	42
2025 Q4	$2.03M	Buy	86,677 +3,213	+4%	+$75.4K	0.61%	40
2025 Q3	$1.96M	Buy	83,464 +10,362	+14%	+$241K	0.59%	41
2025 Q2	$1.7M	Sell	73,102 -5,199	-7%	-$119K	0.54%	44
2025 Q1	$1.81M	Buy	78,301 +2,604	+3%	+$59.6K	0.63%	44
2024 Q4	$1.72M	Buy	+75,697	New	+$1.75M	0.61%	45
2024 Q2	$1.62M	Buy	71,078 +3,528	+5%	+$80K	0.58%	45
2024 Q1	$1.55M	Buy	67,550 +2,540	+4%	+$58.4K	0.53%	50
2023 Q4	$1.52M	Buy	65,010 +11,298	+21%	+$253K	0.51%	48
2023 Q3	$1.19M	Buy	53,712 +4,496	+9%	+$102K	0.43%	51
2023 Q2	$1.14M	Buy	49,216 +13,142	+36%	+$306K	0.37%	53
2023 Q1	$846K	Buy	36,074 +3,706	+11%	+$86.2K	0.27%	54
2022 Q4	$739K	Buy	32,368 +238	+0.7%	+$5.42K	0.24%	55
2022 Q3	$728K	Buy	32,130 +3,304	+11%	+$78.7K	0.26%	55
2022 Q2	$690K	Sell	28,826 -2,706	-9%	-$65.5K	0.24%	54
2022 Q1	$797K	Buy	31,532 +636	+2%	+$16.5K	0.24%	53
2021 Q4	$833K	Buy	30,896 +2,122	+7%	+$57.4K	0.25%	57
2021 Q3	$781K	Sell	28,774 -1,104	-4%	-$30.3K	0.23%	56
2021 Q2	$816K	Buy	29,878 +1,376	+5%	+$37.3K	0.24%	55
2021 Q1	$769K	Buy	28,502 +802	+3%	+$22K	0.23%	56
2020 Q4	$776K	Buy	27,700 +264	+1%	+$7.38K	0.23%	59
2020 Q3	$769K	Sell	27,436 -196	-0.7%	-$5.53K	0.26%	56
2020 Q2	$777K	Sell	27,632 -11,466	-29%	-$319K	0.28%	57
2020 Q1	$1.06M	Sell	39,098 -1,294	-3%	-$34.9K	0.44%	56
2019 Q4	$1.08M	Buy	+40,392	New	+$1.08M	0.39%	56
2019 Q3	–	Sell	-36,046	Closed	-$955K	–	71
2019 Q2	$955K	Sell	36,046 -1,692	-4%	-$44K	0.38%	56
2019 Q1	$979K	Buy	37,738 +2,320	+7%	+$59.2K	0.44%	53
2018 Q4	$8.96M	Buy	+35,418	New	+$884K	0.43%	59
2018 Q3	–	Sell	-37,080	Closed	-$939K	–	71
2018 Q2	$939K	Sell	37,080 -490	-1%	-$12.4K	0.41%	57
2018 Q1	$958K	Buy	37,570 +144	+0.4%	+$3.68K	0.41%	54
2017 Q4	$974K	Buy	37,426 +22	+0.1%	+$574	0.4%	54
2017 Q3	$979K	Buy	37,404 +2,504	+7%	+$65.6K	0.41%	54
2017 Q2	$912K	Buy	34,900 +722	+2%	+$18.8K	0.41%	55
2017 Q1	$885K	Sell	34,178 -426	-1%	-$11K	0.4%	59
2016 Q4	$892K	Buy	34,604 +372	+1%	+$9.73K	0.42%	56
2016 Q3	$919K	Buy	+34,232	New	+$919K	0.43%	55
2016 Q2	–	Sell	-29,566	Closed	-$781K	–	70
2016 Q1	$781K	Buy	29,566 +3,534	+14%	+$92.3K	0.43%	59
2015 Q4	$671K	Buy	26,032 +1,630	+7%	+$42.2K	0.4%	60
2015 Q3	$637K	Sell	24,402 -542	-2%	-$14.1K	0.31%	81
2015 Q2	$646K	Sell	24,944 -392	-2%	-$10.2K	0.27%	80
2015 Q1	$6.7M	Sell	25,336 -1,166	-4%	-$30.8K	0.31%	67
2014 Q4	$6.94M	Sell	26,502 -116	-0.4%	-$3.03K	0.34%	66
2014 Q3	$6.89K	Sell	26,618 -506	-2%	-$13.1K	0.35%	69
2014 Q2	$704K	Sell	27,124 -1,192	-4%	-$30.7K	0.36%	71
2014 Q1	$724K	Buy	28,316 +990	+4%	+$25.2K	0.38%	66
2013 Q4	$687K	Buy	+27,326	New	+$694K	0.39%	63
2013 Q3	–	Sell	-31,200	Closed	-$788K	–	78
2013 Q2	$788K	Buy	+31,200	New	+$809K	0.48%	64

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCWM LLC's SCHZ Position: Q1 2026 in Review

BCWM LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.4% in Q1 2026, buying an estimated $29.3K and bringing the position to 87,930 shares worth $2.04M. The position accounts for 0.58% of the portfolio, ranked #42.

BCWM LLC first reported a position in SCHZ in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.96M in Q4 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

BCWM LLC held 87,930 shares of Schwab US Aggregate Bond ETF worth $2.04M as of Q1 2026.
BCWM LLC bought 1,253 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $29.3K.
Schwab US Aggregate Bond ETF made up 0.58% of BCWM LLC's portfolio in Q1 2026, its #42 holding.
BCWM LLC first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 47 quarters since.
BCWM LLC's Schwab US Aggregate Bond ETF position peaked at $8.96M in Q4 2018.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.