CW
SCHZ icon

Code Waechter’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Code Waechter’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 		$422K Buy
+18,235
New +$422K 0.22% 81
2025
Q2 		– Sell
-13,448
Closed -$311K – 130
2025
Q1 		$311K Buy
13,448
+1,045
+8% +$23.9K 0.26% 90
2024
Q4 		$282K Sell
12,403
-33
-0.3% -$762 0.25% 80
2024
Q3 		$295K Buy
+12,436
New +$291K 0.28% 80

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Code Waechter's SCHZ Position: Q2 2026 in Review

Code Waechter opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 18,235 shares worth $422K. The stake represents 0.22% of the portfolio and ranks #81 among its holdings. This is a return to the name: Code Waechter previously reported a position in SCHZ as recently as Q1 2025.

Code Waechter first reported a position in SCHZ in Q3 2024 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Code Waechter held 18,235 shares of Schwab US Aggregate Bond ETF worth $422K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Code Waechter position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.22% of Code Waechter's portfolio in Q2 2026, its #81 holding.
  • Code Waechter first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.