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

Bristlecone 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
2025 Q3	–	Sell	-2,354	Closed	-$54.7K	–	294
2025 Q2	$54.7K	Hold	2,354	–	–	﹤0.01%	254
2025 Q1	$54.5K	Hold	2,354	–	–	﹤0.01%	317
2024 Q4	$53.4K	Hold	2,354	–	–	﹤0.01%	313
2024 Q3	$55.9K	Buy	+2,354	New	+$55.1K	﹤0.01%	318
2023 Q3	–	Sell	-5,646	Closed	-$130K	–	278
2023 Q2	$130K	Hold	5,646	–	–	0.01%	270
2023 Q1	$132K	Buy	+5,646	New	+$131K	0.01%	271
2018 Q4	–	Sell	-118,026	Closed	-$2.96M	–	143
2018 Q3	$2.96M	Sell	118,026 -264,010	-69%	-$6.67M	0.75%	35
2018 Q2	$9.67M	Sell	382,036 -5,606	-1%	-$142K	3.22%	8
2018 Q1	$9.89M	Buy	+387,642	New	+$9.91M	3.32%	6
2017 Q3	–	Sell	-369,282	Closed	-$9.65M	–	289
2017 Q2	$9.65M	Sell	369,282 -13,212	-3%	-$345K	3.27%	6
2017 Q1	$9.9M	Sell	382,494 -103,758	-21%	-$2.68M	3.46%	6
2016 Q4	$12.5M	Buy	486,252 +13,826	+3%	+$362K	4.46%	3
2016 Q3	$12.7M	Buy	472,426 +55,374	+13%	+$1.49M	4.57%	2
2016 Q2	$11.2M	Buy	+417,052	New	+$11.1M	4.13%	3

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bristlecone Advisors's SCHZ Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 2,354 shares — an estimated $54.7K sold.

Bristlecone Advisors first reported a position in SCHZ in Q2 2016 and held it in 14 quarters. The position peaked at $12.7M in Q3 2016. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Bristlecone Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 2,354 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $54.7K.
Bristlecone Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and held it in 14 quarters.
Bristlecone Advisors's Schwab US Aggregate Bond ETF position peaked at $12.7M in Q3 2016.
626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.