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Bellevue Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bellevue Asset Management’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
Q2 		$2.45K Hold
106
– – ﹤0.01% 428
2026
Q1 		$2.46K Hold
106
– – ﹤0.01% 349
2025
Q4 		$2.48K Hold
106
– – ﹤0.01% 416
2025
Q3 		$2.49K Hold
106
– – ﹤0.01% 416
2025
Q2 		$2.46K Hold
106
– – ﹤0.01% 411
2025
Q1 		$2.45K Hold
106
– – ﹤0.01% 408
2024
Q4 		$2.41K Hold
106
– – ﹤0.01% 425
2024
Q3 		$2.52K Sell
106
-200
-65% -$4.68K ﹤0.01% 388
2024
Q2 		$6.97K Hold
306
– – ﹤0.01% 287
2024
Q1 		$7.04K Hold
306
– – ﹤0.01% 280
2023
Q4 		$7.13K Sell
306
-600
-66% -$13.4K 0.01% 276
2023
Q3 		$20K Hold
906
– – 0.01% 219
2023
Q2 		$20.9K Hold
906
– – 0.01% 222
2023
Q1 		$21.3K Hold
906
– – 0.01% 219
2022
Q4 		$20.7K Hold
906
– – 0.02% 226
2022
Q3 		$21K Hold
906
– – 0.02% 236
2022
Q2 		$22K Sell
906
-200
-18% -$4.84K 0.02% 240
2022
Q1 		$28K Hold
1,106
– – 0.02% 233
2021
Q4 		$30K Hold
1,106
– – 0.02% 229
2021
Q3 		$30K Hold
1,106
– – 0.02% 229
2021
Q2 		$30K Hold
1,106
– – 0.02% 238
2021
Q1 		$30K Hold
1,106
– – 0.02% 236
2020
Q4 		$31K Hold
1,106
– – 0.02% 227
2020
Q3 		$31K Hold
1,106
– – 0.02% 211
2020
Q2 		$31K Hold
1,106
– – 0.03% 213
2020
Q1 		$31K Hold
1,106
– – 0.03% 217
2019
Q4 		$30K Buy
+1,106
New +$29.6K 0.02% 214

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Bellevue Asset Management's SCHZ Position: Q2 2026 in Review

Bellevue Asset Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 106 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Bellevue Asset Management first reported a position in SCHZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $31K in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Bellevue Asset Management held 106 shares of Schwab US Aggregate Bond ETF worth $2.45K as of Q2 2026.
  • Bellevue Asset Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #428 holding.
  • Bellevue Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Schwab US Aggregate Bond ETF position peaked at $31K in Q4 2020.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.