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Capital Insight Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital Insight Partners’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 		– Sell
-11,618
Closed -$272K – 95
2025
Q4 		$272K Sell
11,618
-18,171
-61% -$427K 0.06% 122
2025
Q3 		$699K Sell
29,789
-86
-0.3% -$2K 0.12% 115
2025
Q2 		$694K Sell
29,875
-8,222
-22% -$189K 0.12% 116
2025
Q1 		$882K Sell
38,097
-49
-0.1% -$1.12K 0.15% 100
2024
Q4 		$866K Buy
38,146
+4,404
+13% +$102K 0.15% 106
2024
Q3 		$802K Buy
33,742
+3,304
+11% +$77.4K 0.14% 106
2024
Q2 		$694K Buy
30,438
+918
+3% +$20.8K 0.13% 108
2024
Q1 		$679K Buy
29,520
+516
+2% +$11.9K 0.13% 110
2023
Q4 		$676K Buy
29,004
+4,936
+21% +$110K 0.14% 105
2023
Q3 		$532K Sell
24,068
-1,126
-4% -$25.5K 0.12% 109
2023
Q2 		$581K Buy
25,194
+2,080
+9% +$48.4K 0.13% 110
2023
Q1 		$542K Buy
23,114
+12,006
+108% +$279K 0.13% 118
2022
Q4 		$254K Sell
11,108
-630
-5% -$14.3K 0.07% 145
2022
Q3 		$266K Hold
11,738
– – 0.07% 133
2022
Q2 		$281K Buy
11,738
+1,926
+20% +$46.6K 0.07% 145
2022
Q1 		$248K Sell
9,812
-1,270
-11% -$33K 0.05% 154
2021
Q4 		$299K Sell
11,082
-1,214
-10% -$32.8K 0.06% 133
2021
Q3 		$334K Sell
12,296
-2,322
-16% -$63.7K 0.07% 135
2021
Q2 		$399K Buy
14,618
+842
+6% +$22.8K 0.09% 129
2021
Q1 		$372K Sell
13,776
-66
-0.5% -$1.81K 0.09% 129
2020
Q4 		$388K Buy
13,842
+152
+1% +$4.25K 0.1% 127
2020
Q3 		$384K Hold
13,690
– – 0.11% 127
2020
Q2 		$385K Buy
+13,690
New +$381K 0.12% 127

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Capital Insight Partners's SCHZ Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 11,618 shares — an estimated $272K sold.

Capital Insight Partners first reported a position in SCHZ in Q2 2020 and held it in 23 quarters. The position peaked at $882K in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 11,618 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $272K.
  • Capital Insight Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's Schwab US Aggregate Bond ETF position peaked at $882K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.