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Blue Barn Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-98,633
Closed -$2.31M – 142
2025
Q3 		$2.31M Sell
98,633
-3,565
-3% -$82.8K 1.02% 23
2025
Q2 		$2.38M Sell
102,198
-2,671
-3% -$61.3K 1.12% 21
2025
Q1 		$2.43M Sell
104,869
-15,522
-13% -$356K 1.27% 19
2024
Q4 		$2.73M Buy
120,391
+4,633
+4% +$107K 1.44% 18
2024
Q3 		$2.75M Buy
115,758
+2,912
+3% +$68.2K 1.41% 19
2024
Q2 		$2.57M Buy
112,846
+2,746
+2% +$62.2K 1.43% 19
2024
Q1 		$2.53M Sell
110,100
-650
-0.6% -$14.9K 1.41% 19
2023
Q4 		$2.58M Buy
110,750
+3,546
+3% +$79.3K 1.53% 15
2023
Q3 		$2.37M Buy
107,204
+5,506
+5% +$125K 1.56% 15
2023
Q2 		$2.35M Sell
101,698
-1,794
-2% -$41.7K 1.52% 15
2023
Q1 		$2.43M Buy
103,492
+7,020
+7% +$163K 1.5% 17
2022
Q4 		$2.2M Sell
96,472
-18,250
-16% -$415K 1.45% 19
2022
Q3 		$2.6M Sell
114,722
-1,748
-2% -$41.6K 1.85% 11
2022
Q2 		$2.79M Sell
116,470
-8,304
-7% -$201K 2.14% 10
2022
Q1 		$3.15M Sell
124,774
-14,438
-10% -$375K 2.18% 11
2021
Q4 		$3.75M Sell
139,212
-2,764
-2% -$74.7K 2.54% 9
2021
Q3 		$3.85M Sell
141,976
-2,472
-2% -$67.8K 3.38% 7
2021
Q2 		$3.94M Buy
+144,448
New +$3.92M 4.05% 6

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Barn Wealth's SCHZ Position: Q4 2025 in Review

Blue Barn Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 98,633 shares — an estimated $2.31M sold.

Blue Barn Wealth first reported a position in SCHZ in Q2 2021 and held it in 18 quarters. The position peaked at $3.94M in Q2 2021. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Blue Barn Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 98,633 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $2.31M.
  • Blue Barn Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Schwab US Aggregate Bond ETF position peaked at $3.94M in Q2 2021.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.