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

Clearview Wealth 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
Q4 		$11.8M Buy
505,777
+8,189
+2% +$192K 7.49% 2
2025
Q3 		$11.7M Buy
497,588
+18,289
+4% +$425K 7.48% 2
2025
Q2 		$11.1M Sell
479,299
-6,395
-1% -$147K 7.76% 2
2025
Q1 		$11.2M Sell
485,694
-3,013
-0.6% -$69K 8.4% 2
2024
Q4 		$11.1M Buy
488,707
+18,175
+4% +$420K 8.43% 2
2024
Q3 		$11.2M Buy
470,532
+56,334
+14% +$1.32M 8.62% 2
2024
Q2 		$9.44M Buy
414,198
+205,078
+98% +$4.65M 8.24% 2
2024
Q1 		$4.81M Buy
209,120
+130,290
+165% +$3M 4.91% 3
2023
Q4 		$1.84M Buy
78,830
+4,558
+6% +$102K 2.14% 9
2023
Q3 		$1.64M Sell
74,272
-268
-0.4% -$6.07K 2.03% 8
2023
Q2 		$1.72M Buy
74,540
+3,116
+4% +$72.5K 1.75% 11
2023
Q1 		$1.68M Sell
71,424
-135,422
-65% -$3.15M 1.7% 10
2022
Q4 		$4.72M Sell
206,846
-71,588
-26% -$1.63M 3.65% 4
2022
Q3 		$6.31M Buy
278,434
+6,150
+2% +$146K 5% 5
2022
Q2 		$6.52M Sell
272,284
-66,954
-20% -$1.62M 4.88% 5
2022
Q1 		$8.58M Buy
+339,238
New +$8.81M 5.63% 4

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearview Wealth Advisors's SCHZ Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q4 2025, buying an estimated $192K and bringing the position to 505,777 shares worth $11.8M. The position accounts for 7.49% of the portfolio, ranked #2.

Clearview Wealth Advisors first reported a position in SCHZ in Q1 2022 and has held it in 16 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Clearview Wealth Advisors held 505,777 shares of Schwab US Aggregate Bond ETF worth $11.8M as of Q4 2025.
  • Clearview Wealth Advisors bought 8,189 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $192K.
  • Schwab US Aggregate Bond ETF made up 7.49% of Clearview Wealth Advisors's portfolio in Q4 2025, its #2 holding.
  • Clearview Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.