Claro Advisors
SCHZ icon

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
Q3 		$1.66M Buy
74,918
+9,713
+15% +$221K 0.16% 112
2026
Q2 		$1.51M Buy
65,205
+27,368
+72% +$633K 0.16% 116
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 $1.84T AUM 33.86% 1-Year Est. Return
Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Claro Advisors's SCHZ Position: Q3 2026 in Review

Claro Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q3 2026, buying an estimated $221K and bringing the position to 74,918 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #112.

Claro Advisors first reported a position in SCHZ in Q1 2025 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Claro Advisors held 74,918 shares of Schwab US Aggregate Bond ETF worth $1.66M as of Q3 2026.
  • Claro Advisors bought 9,713 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $221K.
  • Schwab US Aggregate Bond ETF made up 0.16% of Claro Advisors's portfolio in Q3 2026, its #112 holding.
  • Claro Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 585 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.