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Blue Sky Capital Consultants Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blue Sky Capital Consultants Group’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
-12,980
Closed -$303K – 83
2025
Q4 		$303K Buy
+12,980
New +$305K 0.13% 61

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HighTower Advisors
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KBFS
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Blue Sky Capital Consultants Group's SCHZ Position: Q1 2026 in Review

Blue Sky Capital Consultants Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 12,980 shares — an estimated $303K sold.

Blue Sky Capital Consultants Group first reported a position in SCHZ in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Blue Sky Capital Consultants Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Sky Capital Consultants Group sold 12,980 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $303K.
  • Blue Sky Capital Consultants Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Blue Sky Capital Consultants Group's Schwab US Aggregate Bond ETF position peaked at $303K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.