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Brown Brothers Harriman & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brown Brothers Harriman & Co’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
Q2 		$5.07K Hold
219
– – ﹤0.01% 1559
2026
Q1 		$5.08K Hold
219
– – ﹤0.01% 1493
2025
Q4 		$5.12K Hold
219
– – ﹤0.01% 1502
2025
Q3 		$5.14K Hold
219
– – ﹤0.01% 1407
2025
Q2 		$5.09K Buy
+219
New +$5.03K ﹤0.01% 1268

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Brown Brothers Harriman & Co's SCHZ Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 219 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Brown Brothers Harriman & Co first reported a position in SCHZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.14K in Q3 2025. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Brown Brothers Harriman & Co held 219 shares of Schwab US Aggregate Bond ETF worth $5.07K as of Q2 2026.
  • Brown Brothers Harriman & Co left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1559 holding.
  • Brown Brothers Harriman & Co first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Brown Brothers Harriman & Co's Schwab US Aggregate Bond ETF position peaked at $5.14K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.