C.M. Bidwell & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.11M | Buy |
133,906
+19,069
| +17% | +$446K | 1.45% | 18 |
|
|
2025
Q4 | $2.68M | Buy |
114,837
+15,397
| +15% | +$362K | 1.27% | 21 |
|
|
2025
Q3 | $2.33M | Buy |
99,440
+13,546
| +16% | +$315K | 1.12% | 23 |
|
|
2025
Q2 | $2M | Buy |
85,894
+6,765
| +9% | +$155K | 1.04% | 25 |
|
|
2025
Q1 | $1.83M | Buy |
79,129
+7,252
| +10% | +$166K | 1.1% | 22 |
|
|
2024
Q4 | $1.63M | Buy |
71,877
+2,527
| +4% | +$58.4K | 0.99% | 24 |
|
|
2024
Q3 | $1.65M | Buy |
69,350
+9,686
| +16% | +$227K | 1.01% | 24 |
|
|
2024
Q2 | $1.36M | Sell |
59,664
-886
| -1% | -$20.1K | 0.91% | 26 |
|
|
2024
Q1 | $1.39M | Buy |
60,550
+6,318
| +12% | +$145K | 0.95% | 26 |
|
|
2023
Q4 | $1.26M | Buy |
54,232
+3,540
| +7% | +$79.2K | 0.94% | 27 |
|
|
2023
Q3 | $1.12M | Buy |
50,692
+7,778
| +18% | +$176K | 0.85% | 27 |
|
|
2023
Q2 | $990K | Buy |
42,914
+1,738
| +4% | +$40.4K | 0.72% | 30 |
|
|
2023
Q1 | $966K | Sell |
41,176
-6,158
| -13% | -$143K | 0.73% | 29 |
|
|
2022
Q4 | $1.08M | Sell |
47,334
-15,504
| -25% | -$353K | 0.85% | 28 |
|
|
2022
Q3 | $1.42M | Sell |
62,838
-23,074
| -27% | -$549K | 1.18% | 19 |
|
|
2022
Q2 | $2.06M | Sell |
85,912
-12,874
| -13% | -$312K | 1.63% | 14 |
|
|
2022
Q1 | $2.5M | Sell |
98,786
-2,798
| -3% | -$72.7K | 1.64% | 13 |
|
|
2021
Q4 | $2.74M | Buy |
101,584
+360
| +0.4% | +$9.73K | 1.68% | 14 |
|
|
2021
Q3 | $2.75M | Buy |
101,224
+2,932
| +3% | +$80.4K | 1.82% | 13 |
|
|
2021
Q2 | $2.68M | Buy |
98,292
+8,832
| +10% | +$240K | 1.76% | 14 |
|
|
2021
Q1 | $2.41M | Buy |
89,460
+1,604
| +2% | +$44K | 1.76% | 18 |
|
|
2020
Q4 | $2.46M | Sell |
87,856
-5,200
| -6% | -$145K | 2.02% | 16 |
|
|
2020
Q3 | $2.61M | Buy |
93,056
+7,778
| +9% | +$219K | 2.4% | 10 |
|
|
2020
Q2 | $2.4M | Sell |
85,278
-13,148
| -13% | -$366K | 2.19% | 11 |
|
|
2020
Q1 | $2.67M | Sell |
98,426
-2,170
| -2% | -$58.6K | 2.82% | 4 |
|
|
2019
Q4 | $2.69M | Buy |
100,596
+33,204
| +49% | +$890K | 2.43% | 10 |
|
|
2019
Q3 | $1.81M | Buy |
67,392
+47,338
| +236% | +$1.27M | 1.79% | 9 |
|
|
2019
Q2 | $531K | Buy |
20,054
+2,196
| +12% | +$57.1K | 0.53% | 49 |
|
|
2019
Q1 | $463K | Buy |
17,858
+182
| +1% | +$4.64K | 0.46% | 58 |
|
|
2018
Q4 | $447K | Sell |
17,676
-2,366
| -12% | -$59.1K | 0.49% | 54 |
|
|
2018
Q3 | $504K | Sell |
20,042
-1,292
| -6% | -$32.6K | 0.48% | 57 |
|
|
2018
Q2 | $540K | Sell |
21,334
-7,304
| -26% | -$185K | 0.5% | 59 |
|
|
2018
Q1 | $731K | Buy |
28,638
+6,070
| +27% | +$155K | 0.67% | 36 |
|
|
2017
Q4 | $587K | Buy |
+22,568
| New | +$589K | 0.51% | 53 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
C.M. Bidwell & Associates's SCHZ Position: Q1 2026 in Review
C.M. Bidwell & Associates increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 17% in Q1 2026, buying an estimated $446K and bringing the position to 133,906 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #18.
C.M. Bidwell & Associates first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- C.M. Bidwell & Associates held 133,906 shares of Schwab US Aggregate Bond ETF worth $3.11M as of Q1 2026.
- C.M. Bidwell & Associates bought 19,069 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $446K.
- Schwab US Aggregate Bond ETF made up 1.45% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #18 holding.
- C.M. Bidwell & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.