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Chapman Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Chapman Financial 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 		$261K Sell
11,230
-1,100
-9% -$25.7K 0.19% 108
2025
Q4 		$288K Buy
12,330
+1,350
+12% +$31.7K 0.2% 105
2025
Q3 		$258K Buy
10,980
+400
+4% +$9.29K 0.18% 112
2025
Q2 		$246K Buy
+10,580
New +$243K 0.21% 90
2024
Q4 		$213K Buy
+9,393
New +$217K 0.17% 100

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

Chapman Financial Group's SCHZ Position: Q1 2026 in Review

Chapman Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q1 2026, selling an estimated $25.7K and leaving 11,230 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #108.

Chapman Financial Group first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $288K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Chapman Financial Group held 11,230 shares of Schwab US Aggregate Bond ETF worth $261K as of Q1 2026.
  • Chapman Financial Group sold 1,100 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $25.7K.
  • Schwab US Aggregate Bond ETF made up 0.19% of Chapman Financial Group's portfolio in Q1 2026, its #108 holding.
  • Chapman Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Schwab US Aggregate Bond ETF position peaked at $288K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.