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Black Diamond Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Black Diamond Financial’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 		$217K Buy
+9,332
New +$218K 0.02% 174
2025
Q4 		– Sell
-8,892
Closed -$209K – 180
2025
Q3 		$209K Buy
8,892
+130
+1% +$3.02K 0.02% 156
2025
Q2 		$204K Buy
+8,762
New +$201K 0.03% 141
2024
Q4 		– Sell
-9,184
Closed -$218K – 155
2024
Q3 		$218K Hold
9,184
– – 0.04% 130
2024
Q2 		$209K Buy
+9,184
New +$208K 0.04% 131
2023
Q2 		– Sell
-8,640
Closed -$203K – 117
2023
Q1 		$203K Sell
8,640
-128
-1% -$2.98K 0.07% 113
2022
Q4 		$200K Buy
+8,768
New +$200K 0.07% 107
2022
Q3 		– Sell
-8,890
Closed -$213K – 111
2022
Q2 		$213K Sell
8,890
-1,360
-13% -$32.9K 0.08% 107
2022
Q1 		$259K Buy
10,250
+134
+1% +$3.48K 0.08% 106
2021
Q4 		$273K Buy
10,116
+376
+4% +$10.2K 0.09% 80
2021
Q3 		$264K Sell
9,740
-2,572
-21% -$70.5K 0.13% 64
2021
Q2 		$336K Buy
12,312
+60
+0.5% +$1.63K 0.13% 60
2021
Q1 		$331K Buy
12,252
+202
+2% +$5.54K 0.14% 56
2020
Q4 		$338K Sell
12,050
-30
-0.2% -$839 0.16% 56
2020
Q3 		$339K Sell
12,080
-98
-0.8% -$2.76K 0.19% 52
2020
Q2 		$342K Sell
12,178
-200
-2% -$5.57K 0.22% 51
2020
Q1 		$336K Buy
12,378
+1,648
+15% +$44.5K 0.26% 50
2019
Q4 		$287K Buy
10,730
+44
+0.4% +$1.18K 0.21% 52
2019
Q3 		$288K Sell
10,686
-160
-1% -$4.28K 0.21% 53
2019
Q2 		$287K Buy
10,846
+374
+4% +$9.73K 0.24% 49
2019
Q1 		$272K Buy
10,472
+254
+2% +$6.48K 0.24% 47
2018
Q4 		$258K Buy
+10,218
New +$255K 0.2% 56

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 $4.02B AUM 20% 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

Black Diamond Financial's SCHZ Position: Q1 2026 in Review

Black Diamond Financial opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 9,332 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: Black Diamond Financial previously reported a position in SCHZ as recently as Q3 2025.

Black Diamond Financial first reported a position in SCHZ in Q4 2018 and has held it in 22 quarters since. The position peaked at $342K in Q2 2020. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Black Diamond Financial held 9,332 shares of Schwab US Aggregate Bond ETF worth $217K as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Black Diamond Financial position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.02% of Black Diamond Financial's portfolio in Q1 2026, its #174 holding.
  • Black Diamond Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • Black Diamond Financial's Schwab US Aggregate Bond ETF position peaked at $342K in Q2 2020.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.