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

Claro 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
2026
Q1 		$879K Sell
37,837
-1,076
-3% -$25.2K 0.11% 162
2025
Q4 		$909K Buy
38,913
+23,210
+148% +$545K 0.12% 142
2025
Q3 		$369K Sell
15,703
-1,814
-10% -$42.1K 0.05% 275
2025
Q2 		$407K Buy
17,517
+6,113
+54% +$140K 0.07% 236
2025
Q1 		$264K Buy
+11,404
New +$261K 0.04% 421

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

Claro Advisors's SCHZ Position: Q1 2026 in Review

Claro Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.8% in Q1 2026, selling an estimated $25.2K and leaving 37,837 shares worth $879K. The position accounts for 0.11% of the portfolio, ranked #162.

Claro Advisors first reported a position in SCHZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $909K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Claro Advisors held 37,837 shares of Schwab US Aggregate Bond ETF worth $879K as of Q1 2026.
  • Claro Advisors sold 1,076 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $25.2K.
  • Schwab US Aggregate Bond ETF made up 0.11% of Claro Advisors's portfolio in Q1 2026, its #162 holding.
  • Claro Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Claro Advisors's Schwab US Aggregate Bond ETF position peaked at $909K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.