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Calton & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Calton & Associates’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
-82,515
Closed -$1.92M – 457
2025
Q2 		$1.92M Buy
82,515
+124
+0.2% +$2.85K 0.33% 62
2025
Q1 		$1.91M Buy
+82,391
New +$1.89M 0.44% 52

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 $3.64B AUM 14.73% 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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Calton & Associates's SCHZ Position: Q3 2025 in Review

Calton & Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 82,515 shares — an estimated $1.92M sold.

Calton & Associates first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.92M in Q2 2025. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Calton & Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 82,515 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $1.92M.
  • Calton & Associates first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Schwab US Aggregate Bond ETF position peaked at $1.92M in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.