Citadel Advisors
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Citadel Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Citadel Advisors’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
Q2 		– Sell
-1,700
Closed -$39.4K – 14760
2025
Q1 		$39.4K Buy
1,700
+1,500
+750% +$34.4K ﹤0.01% 12554
2024
Q4 		$4.54K Hold
200
– – ﹤0.01% 13924
2024
Q3 		$4.75K Hold
200
– – ﹤0.01% 13543
2024
Q2 		$4.56K Sell
200
-1,000
-83% -$22.7K ﹤0.01% 13472
2024
Q1 		$27.6K Sell
1,200
-1,400
-54% -$32.2K ﹤0.01% 12767
2023
Q4 		$60.6K Sell
2,600
-2,200
-46% -$49.2K ﹤0.01% 11584
2023
Q3 		$106K Buy
+4,800
New +$109K ﹤0.01% 10826
2023
Q2 		– Sell
-5,200
Closed -$122K – 15112
2023
Q1 		$122K Buy
5,200
+4,200
+420% +$97.7K ﹤0.01% 10980
2022
Q4 		$22.8K Buy
+1,000
New +$22.8K ﹤0.01% 13036

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 $4.02B AUM 20% 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

Citadel Advisors's SCHZ Position: Q1 2026 in Review

Citadel Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 107,291 shares worth $2.49M. The stake represents ﹤0.01% of the portfolio and ranks #5631 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SCHZ as recently as Q3 2025.

Citadel Advisors first reported a position in SCHZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $23M in Q1 2021. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Citadel Advisors held 107,291 shares of Schwab US Aggregate Bond ETF worth $2.49M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Citadel Advisors position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5631 holding.
  • Citadel Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • Citadel Advisors's Schwab US Aggregate Bond ETF position peaked at $23M in Q1 2021.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.