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Bensler’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bensler’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 		– Sell
-8,789
Closed -$205K – 203
2025
Q4 		$205K Buy
+8,789
New +$206K 0.02% 178
2022
Q4 		– Sell
-9,932
Closed -$225K – 161
2022
Q3 		$225K Buy
9,932
+54
+0.5% +$1.29K 0.05% 138
2022
Q2 		$236K Buy
9,878
+52
+0.5% +$1.26K 0.06% 136
2022
Q1 		$248K Buy
+9,826
New +$255K 0.05% 141

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

Bensler's SCHZ Position: Q1 2026 in Review

Bensler sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 8,789 shares — an estimated $205K sold.

Bensler first reported a position in SCHZ in Q1 2022 and held it in 4 quarters. The position peaked at $248K in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Bensler reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bensler sold 8,789 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $205K.
  • Bensler first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 4 quarters.
  • Bensler's Schwab US Aggregate Bond ETF position peaked at $248K in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.