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 Q1	–	Sell	-1,500	Closed	-$34K	–	15440
2024 Q4	$34K	Buy	+1,500	New	+$34.7K	﹤0.01%	12755
2024 Q3	–	Sell	-3,600	Closed	-$82K	–	15120
2024 Q2	$82K	Sell	3,600 -3,600	-50%	-$81.6K	﹤0.01%	11180
2024 Q1	$166K	Buy	7,200 +7,000	+3,500%	+$161K	﹤0.01%	10615
2023 Q4	$4.66K	Sell	200 -8,000	-98%	-$179K	﹤0.01%	13494
2023 Q3	$181K	Sell	8,200 -600	-7%	-$13.6K	﹤0.01%	10077
2023 Q2	$203K	Sell	8,800 -34,800	-80%	-$810K	﹤0.01%	9860
2023 Q1	$1.02M	Buy	43,600 +32,800	+304%	+$763K	﹤0.01%	6734
2022 Q4	$247K	Buy	+10,800	New	+$246K	﹤0.01%	9725

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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.