Bush Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bush Investment 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	$2.19M	Buy	94,263 +7,454	+9%	+$174K	1.2%	18
2025 Q4	$2.03M	Sell	86,809 -1,116	-1%	-$26.2K	1.14%	21
2025 Q3	$2.06M	Buy	87,925 +6,994	+9%	+$162K	1.22%	19
2025 Q2	$1.88M	Sell	80,931 -2,887	-3%	-$66.2K	1.26%	18
2025 Q1	$1.94M	Buy	83,818 +2,487	+3%	+$57K	1.46%	15
2024 Q4	$1.85M	Buy	81,331 +4,755	+6%	+$110K	1.44%	13
2024 Q3	$1.82M	Buy	76,576 +2,762	+4%	+$64.7K	1.45%	13
2024 Q2	$1.68M	Buy	73,814 +6,312	+9%	+$143K	1.44%	12
2024 Q1	$1.55M	Sell	67,502 -364	-0.5%	-$8.37K	1.37%	13
2023 Q4	$1.56M	Buy	+67,866	New	+$1.52M	1.45%	11

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 $4.02B AUM 20% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bush Investment Group's SCHZ Position: Q1 2026 in Review

Bush Investment Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.6% in Q1 2026, buying an estimated $174K and bringing the position to 94,263 shares worth $2.19M. The position accounts for 1.2% of the portfolio, ranked #18.

Bush Investment Group first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. 665 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Bush Investment Group held 94,263 shares of Schwab US Aggregate Bond ETF worth $2.19M as of Q1 2026.
Bush Investment Group bought 7,454 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $174K.
Schwab US Aggregate Bond ETF made up 1.2% of Bush Investment Group's portfolio in Q1 2026, its #18 holding.
Bush Investment Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
665 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.