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Bowman & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bowman & Company’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 		$407K Sell
17,396
-1,675
-9% -$39.3K 0.17% 89
2025
Q3 		$448K Buy
19,071
+135
+0.7% +$3.14K 0.19% 88
2025
Q2 		$440K Sell
18,936
-623
-3% -$14.3K 0.2% 84
2025
Q1 		$453K Sell
19,559
-24,712
-56% -$566K 0.22% 79
2024
Q4 		$1.01M Sell
44,271
-695
-2% -$16.1K 0.52% 57
2024
Q3 		$1.07M Buy
44,966
+276
+0.6% +$6.46K 0.56% 55
2024
Q2 		$1.02M Sell
44,690
-8,276
-16% -$188K 0.59% 48
2024
Q1 		$1.22M Buy
52,966
+724
+1% +$16.6K 0.74% 39
2023
Q4 		$1.22M Sell
52,242
-1,308
-2% -$29.3K 0.85% 33
2023
Q3 		$1.18M Buy
53,550
+10,956
+26% +$248K 0.94% 27
2023
Q2 		$983K Buy
42,594
+1,072
+3% +$24.9K 0.74% 32
2023
Q1 		$974K Buy
41,522
+8,070
+24% +$188K 0.71% 32
2022
Q4 		$764K Buy
33,452
+11,054
+49% +$252K 0.59% 35
2022
Q3 		$507K Buy
22,398
+12,156
+119% +$289K 0.46% 46
2022
Q2 		$245K Buy
+10,242
New +$248K 0.21% 73

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
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

Bowman & Company's SCHZ Position: Q4 2025 in Review

Bowman & Company reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.8% in Q4 2025, selling an estimated $39.3K and leaving 17,396 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #89.

Bowman & Company first reported a position in SCHZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q1 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Bowman & Company held 17,396 shares of Schwab US Aggregate Bond ETF worth $407K as of Q4 2025.
  • Bowman & Company sold 1,675 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $39.3K.
  • Schwab US Aggregate Bond ETF made up 0.17% of Bowman & Company's portfolio in Q4 2025, its #89 holding.
  • Bowman & Company first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Bowman & Company's Schwab US Aggregate Bond ETF position peaked at $1.22M in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.