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

Clayton 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 		– Sell
-7
Closed -$169 – 633
2025
Q4 		$169 Buy
+7
New +$164 ﹤0.01% 599

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

Clayton Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 7 shares — an estimated $169 sold.

Clayton Financial Group first reported a position in SCHZ in Q4 2025 and held it in 1 quarter. The position peaked at $169 in Q4 2025. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Clayton Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clayton Financial Group sold 7 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $169.
  • Clayton Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Clayton Financial Group's Schwab US Aggregate Bond ETF position peaked at $169 in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.