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Colonial Trust Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Colonial Trust 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
2026
Q1 		$122K Hold
5,240
– – 0.01% 245
2025
Q4 		$122K Hold
5,240
– – 0.01% 249
2025
Q3 		$123K Hold
5,240
– – 0.01% 244
2025
Q2 		$122K Buy
5,240
+2
+0% +$46 0.01% 243
2025
Q1 		$121K Buy
+5,238
New +$120K 0.01% 243

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Colonial Trust Advisors's SCHZ Position: Q1 2026 in Review

Colonial Trust Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 5,240 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #245.

Colonial Trust Advisors first reported a position in SCHZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $123K in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Colonial Trust Advisors held 5,240 shares of Schwab US Aggregate Bond ETF worth $122K as of Q1 2026.
  • Colonial Trust Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #245 holding.
  • Colonial Trust Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Colonial Trust Advisors's Schwab US Aggregate Bond ETF position peaked at $123K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.