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Columbus Macro’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Columbus Macro’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 		$14.3M Buy
615,159
+17,646
+3% +$413K 1.53% 14
2025
Q4 		$14M Buy
597,513
+4,444
+0.7% +$104K 1.53% 10
2025
Q3 		$13.9M Buy
593,069
+9,571
+2% +$222K 1.58% 7
2025
Q2 		$13.6M Buy
583,498
+4,950
+0.9% +$114K 1.66% 5
2025
Q1 		$13.4M Sell
578,548
-4,787
-0.8% -$110K 1.77% 5
2024
Q4 		$13.2M Buy
583,335
+68,285
+13% +$1.58M 1.84% 4
2024
Q3 		$10.1M Buy
515,050
+74,660
+17% +$1.75M 3.66% 2
2024
Q2 		$10M Sell
440,390
-20,102
-4% -$456K 3.88% 2
2024
Q1 		$10.6M Sell
460,492
-50,690
-10% -$1.17M 4.02% 2
2023
Q4 		$11.9M Buy
+511,182
New +$11.4M 4.7% 1
2021
Q4 		– Sell
-52,002
Closed -$1.41M – 174
2021
Q3 		$1.41M Hold
52,002
– – 0.47% 67
2021
Q2 		$1.42M Hold
52,002
– – 0.44% 66
2021
Q1 		$1.4M Hold
52,002
– – 0.44% 65
2020
Q4 		$1.46M Hold
52,002
– – 0.45% 62
2020
Q3 		$1.46M Sell
52,002
-92,072
-64% -$2.6M 0.45% 70
2020
Q2 		$4.05M Buy
144,074
+50,130
+53% +$1.39M 1.1% 32
2020
Q1 		$2.55M Sell
93,944
-47,178
-33% -$1.27M 0.74% 41
2019
Q4 		$3.77M Sell
141,122
-28,388
-17% -$761K 0.83% 40
2019
Q3 		$4.56M Buy
169,510
+44,512
+36% +$1.19M 1.15% 29
2019
Q2 		$3.31M Sell
124,998
-10,420
-8% -$271K 0.71% 48
2019
Q1 		$3.51M Sell
135,418
-37,954
-22% -$968K 0.77% 48
2018
Q4 		$4.38M Sell
173,372
-430,854
-71% -$10.8M 1% 41
2018
Q3 		$15.2M Buy
604,226
+1,678
+0.3% +$42.4K 3.76% 4
2018
Q2 		$15.3M Sell
602,548
-11,686
-2% -$295K 3.97% 3
2018
Q1 		$15.7M Buy
+614,234
New +$15.7M 4.05% 3

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

Columbus Macro's SCHZ Position: Q1 2026 in Review

Columbus Macro increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3% in Q1 2026, buying an estimated $413K and bringing the position to 615,159 shares worth $14.3M. The position accounts for 1.53% of the portfolio, ranked #14.

Columbus Macro first reported a position in SCHZ in Q1 2018 and has held it in 25 quarters since. The position peaked at $15.7M in Q1 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Columbus Macro held 615,159 shares of Schwab US Aggregate Bond ETF worth $14.3M as of Q1 2026.
  • Columbus Macro bought 17,646 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $413K.
  • Schwab US Aggregate Bond ETF made up 1.53% of Columbus Macro's portfolio in Q1 2026, its #14 holding.
  • Columbus Macro first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Columbus Macro's Schwab US Aggregate Bond ETF position peaked at $15.7M in Q1 2018.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.