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Bigelow Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bigelow Investment 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
Q2 		$404K Sell
17,457
-340
-2% -$7.87K 0.15% 124
2026
Q1 		$413K Sell
17,797
-3,919
-18% -$91.7K 0.17% 116
2025
Q4 		$508K Sell
21,716
-3,886
-15% -$91.2K 0.2% 112
2025
Q3 		$601K Sell
25,602
-1,138
-4% -$26.4K 0.24% 94
2025
Q2 		$621K Sell
26,740
-3,940
-13% -$90.4K 0.27% 93
2025
Q1 		$711K Sell
30,680
-2,728
-8% -$62.5K 0.34% 83
2024
Q4 		$758K Sell
33,408
-18,210
-35% -$421K 0.36% 82
2024
Q3 		$1.23M Sell
51,618
-7,150
-12% -$167K 0.55% 56
2024
Q2 		$1.34M Sell
58,768
-1,416
-2% -$32.1K 0.64% 45
2024
Q1 		$1.38M Sell
60,184
-2,442
-4% -$56.1K 0.68% 41
2023
Q4 		$1.46M Sell
62,626
-5,634
-8% -$126K 0.79% 35
2023
Q3 		$1.51M Sell
68,260
-1,986
-3% -$45K 0.87% 31
2023
Q2 		$1.62M Buy
+70,246
New +$1.63M 0.89% 30
2023
Q1 		– Sell
-101,046
Closed -$2.35M – 24
2022
Q4 		$2.31M Sell
101,046
-29,070
-22% -$662K 1.34% 16
2022
Q3 		$2.95M Sell
130,116
-61,924
-32% -$1.47M 1.76% 13
2022
Q2 		$4.6M Sell
192,040
-70,314
-27% -$1.7M 2.53% 9
2022
Q1 		$6.63M Sell
262,354
-90,834
-26% -$2.36M 3.1% 9
2021
Q4 		$9.52M Sell
353,188
-7,888
-2% -$213K 4.33% 4
2021
Q3 		$9.8M Sell
361,076
-23,398
-6% -$642K 4.83% 3
2021
Q2 		$10.5M Hold
384,474
– – 5.09% 2
2021
Q1 		$10.4M Sell
384,474
-21,954
-5% -$603K 5.26% 2
2020
Q4 		$11.4M Buy
406,428
+51,686
+15% +$1.45M 6.03% 2
2020
Q3 		$9.95M Buy
354,742
+58,776
+20% +$1.66M 5.89% 2
2020
Q2 		$8.32M Buy
295,966
+78,006
+36% +$2.17M 5.4% 3
2020
Q1 		$5.91M Sell
217,960
-15,968
-7% -$431K 4.44% 3
2019
Q4 		$6.25M Sell
233,928
-420
-0.2% -$11.3K 3.66% 4
2019
Q3 		$6.31M Buy
234,348
+23,076
+11% +$617K 4.01% 3
2019
Q2 		$5.6M Buy
211,272
+5,670
+3% +$147K 3.75% 4
2019
Q1 		$5.33M Buy
205,602
+10,508
+5% +$268K 3.7% 4
2018
Q4 		$4.93M Sell
195,094
-10,448
-5% -$261K 3.69% 3
2018
Q3 		$5.16M Sell
205,542
-13,260
-6% -$335K 3.47% 3
2018
Q2 		$5.54M Sell
218,802
-86,234
-28% -$2.18M 3.78% 3
2018
Q1 		$7.78M Buy
305,036
+3,634
+1% +$92.9K 5.28% 2
2017
Q4 		$7.84M Buy
+301,402
New +$7.86M 7.81% 2

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 $104B AUM 28.3% 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

Bigelow Investment Advisors's SCHZ Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q2 2026, selling an estimated $7.87K and leaving 17,457 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #124.

Bigelow Investment Advisors first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.4M in Q4 2020. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Bigelow Investment Advisors held 17,457 shares of Schwab US Aggregate Bond ETF worth $404K as of Q2 2026.
  • Bigelow Investment Advisors sold 340 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $7.87K.
  • Schwab US Aggregate Bond ETF made up 0.15% of Bigelow Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Bigelow Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Bigelow Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $11.4M in Q4 2020.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.