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Beacon Pointe Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Beacon Pointe Advisors’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 		$10.3M Buy
442,384
+68,147
+18% +$1.59M 0.05% 310
2025
Q4 		$8.75M Sell
374,237
-18,901
-5% -$444K 0.06% 279
2025
Q3 		$9.23M Sell
393,138
-22,271
-5% -$517K 0.08% 240
2025
Q2 		$9.65M Sell
415,409
-2,276
-0.5% -$52.2K 0.1% 182
2025
Q1 		$9.67M Sell
417,685
-4,261
-1% -$97.6K 0.11% 175
2024
Q4 		$9.58M Sell
421,946
-9,742
-2% -$225K 0.11% 175
2024
Q3 		$10.3M Buy
431,688
+32,926
+8% +$771K 0.12% 160
2024
Q2 		$9.09M Buy
398,762
+84,254
+27% +$1.91M 0.11% 173
2024
Q1 		$7.23M Buy
314,508
+8,060
+3% +$185K 0.08% 221
2023
Q4 		$7.14M Sell
306,448
-47,110
-13% -$1.05M 0.09% 212
2023
Q3 		$7.82M Buy
353,558
+9,214
+3% +$209K 0.1% 189
2023
Q2 		$7.95M Sell
344,344
-210,882
-38% -$4.91M 0.13% 152
2023
Q1 		$13M Buy
555,226
+157,544
+40% +$3.67M 0.22% 106
2022
Q4 		$9.08M Sell
397,682
-20,954
-5% -$477K 0.18% 128
2022
Q3 		$9.49M Sell
418,636
-20,326
-5% -$484K 0.21% 109
2022
Q2 		$10.5M Sell
438,962
-23,782
-5% -$576K 0.22% 105
2022
Q1 		$11.7M Buy
462,744
+213,264
+85% +$5.54M 0.16% 137
2021
Q4 		$6.72M Sell
249,480
-10,922
-4% -$295K 0.18% 119
2021
Q3 		$7.07M Sell
260,402
-3,826
-1% -$105K 0.17% 136
2021
Q2 		$7.21M Sell
264,228
-3,924
-1% -$106K 0.26% 98
2021
Q1 		$7.23M Buy
268,152
+6,340
+2% +$174K 0.44% 55
2020
Q4 		$7.34M Sell
261,812
-14,502
-5% -$406K 0.5% 48
2020
Q3 		$7.76M Buy
276,314
+18,568
+7% +$524K 0.75% 31
2020
Q2 		$7.25M Buy
257,746
+193,766
+303% +$5.39M 0.73% 34
2020
Q1 		$1.73M Buy
63,980
+26,266
+70% +$709K 0.28% 77
2019
Q4 		$1.01M Buy
37,714
+5,636
+18% +$151K 0.31% 70
2019
Q3 		$866K Sell
32,078
-1,612
-5% -$43.1K 0.37% 62
2019
Q2 		$891K Buy
33,690
+7,944
+31% +$207K 0.33% 79
2019
Q1 		$670K Sell
25,746
-774
-3% -$19.7K 0.25% 98
2018
Q4 		$673K Buy
+26,520
New +$662K 0.41% 70

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

Beacon Pointe Advisors's SCHZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q1 2026, buying an estimated $1.59M and bringing the position to 442,384 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #310.

Beacon Pointe Advisors first reported a position in SCHZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q1 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Beacon Pointe Advisors held 442,384 shares of Schwab US Aggregate Bond ETF worth $10.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 68,147 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.59M.
  • Schwab US Aggregate Bond ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #310 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Schwab US Aggregate Bond ETF position peaked at $13M in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.