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

Clearwater Capital 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
-9,061
Closed -$206K – 176
2024
Q4 		$206K Sell
9,061
-529
-6% -$12.2K 0.02% 167
2024
Q3 		$228K Sell
9,590
-234
-2% -$5.48K 0.02% 157
2024
Q2 		$224K Sell
9,824
-364
-4% -$8.25K 0.02% 147
2024
Q1 		$234K Sell
10,188
-224
-2% -$5.15K 0.03% 145
2023
Q4 		$243K Sell
10,412
-552
-5% -$12.3K 0.03% 137
2023
Q3 		$242K Buy
+10,964
New +$248K 0.03% 122
2022
Q3 		– Sell
-9,200
Closed -$220K – 161
2022
Q2 		$220K Buy
9,200
+308
+3% +$7.46K 0.03% 137
2022
Q1 		$225K Buy
8,892
+10
+0.1% +$260 0.03% 155
2021
Q4 		$239K Buy
8,882
+1,262
+17% +$34.1K 0.03% 152
2021
Q3 		$207K Sell
7,620
-2,028
-21% -$55.6K 0.02% 162
2021
Q2 		$263K Sell
9,648
-11,242
-54% -$305K 0.03% 149
2021
Q1 		$564K Sell
20,890
-504,434
-96% -$13.8M 0.07% 99
2020
Q4 		$14.7M Buy
525,324
+121,162
+30% +$3.39M 1.95% 16
2020
Q3 		$11.3M Buy
404,162
+29,430
+8% +$830K 1.78% 17
2020
Q2 		$10.5M Buy
374,732
+144,528
+63% +$4.02M 1.76% 17
2020
Q1 		$6.25M Buy
230,204
+4,432
+2% +$120K 1.35% 17
2019
Q4 		$6.03M Buy
225,772
+60,650
+37% +$1.63M 1.01% 27
2019
Q3 		$4.45M Buy
165,122
+18,590
+13% +$497K 0.79% 34
2019
Q2 		$3.88M Buy
146,532
+8,952
+7% +$233K 0.71% 39
2019
Q1 		$3.57M Buy
137,580
+74,720
+119% +$1.91M 0.67% 46
2018
Q4 		$1.59M Buy
62,860
+14,920
+31% +$373K 0.35% 87
2018
Q3 		$1.2M Buy
47,940
+36,058
+303% +$911K 0.23% 99
2018
Q2 		$301K Buy
11,882
+10,424
+715% +$263K 0.06% 153
2018
Q1 		$37K Buy
+1,458
New +$37.3K 0.01% 321

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearwater Capital Advisors's SCHZ Position: Q1 2025 in Review

Clearwater Capital Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 9,061 shares — an estimated $206K sold.

Clearwater Capital Advisors first reported a position in SCHZ in Q1 2018 and held it in 24 quarters. The position peaked at $14.7M in Q4 2020. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Clearwater Capital Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 9,061 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $206K.
  • Clearwater Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and held it in 24 quarters.
  • Clearwater Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $14.7M in Q4 2020.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Clearwater Capital Advisors's 13F filing for Q1 2025, filed 8 May 2025.