C1AG
SCHZ icon

Client 1st Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Client 1st Advisory 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
Q2 		$8.44M Buy
365,009
+13,999
+4% +$324K 2.27% 13
2026
Q1 		$8.15M Buy
351,010
+9,033
+3% +$211K 2.48% 11
2025
Q4 		$7.99M Buy
341,977
+30,727
+10% +$722K 2.5% 10
2025
Q3 		$7.31M Buy
311,250
+14,799
+5% +$344K 2.42% 10
2025
Q2 		$6.89M Buy
296,451
+9,203
+3% +$211K 2.5% 10
2025
Q1 		$6.65M Sell
287,248
-14,823
-5% -$340K 2.59% 9
2024
Q4 		$6.86M Buy
302,071
+34,229
+13% +$791K 2.64% 8
2024
Q3 		$6.36M Buy
267,842
+22,892
+9% +$536K 2.53% 9
2024
Q2 		$5.58M Sell
244,950
-17,022
-6% -$386K 2.4% 9
2024
Q1 		$6.03M Buy
261,972
+3,492
+1% +$80.3K 2.71% 7
2023
Q4 		$6.03M Sell
258,480
-109,882
-30% -$2.46M 2.92% 7
2023
Q3 		$8.15M Sell
368,362
-63,772
-15% -$1.45M 4.31% 4
2023
Q2 		$9.97M Sell
432,134
-9,804
-2% -$228K 5.25% 3
2023
Q1 		$10.4M Buy
441,938
+77,692
+21% +$1.81M 5.62% 3
2022
Q4 		$8.31M Buy
364,246
+11,336
+3% +$258K 4.86% 5
2022
Q3 		$8M Buy
352,910
+3,672
+1% +$87.4K 4.97% 4
2022
Q2 		$8.36M Buy
349,238
+181,290
+108% +$4.39M 4.97% 5
2022
Q1 		$4.25M Buy
+167,948
New +$4.36M 2.08% 14

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return