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Costello Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Costello Asset Management’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
Q3 		– Sell
-551
Closed -$12.8K – 691
2025
Q2 		$12.8K Buy
551
+4
+0.7% +$92 ﹤0.01% 444
2025
Q1 		$12.7K Buy
+547
New +$12.5K 0.01% 427
2021
Q1 		– Sell
-714
Closed -$20K – 261
2020
Q4 		$20K Hold
714
– – 0.02% 151
2020
Q3 		$20K Hold
714
– – 0.02% 130
2020
Q2 		$20K Buy
+714
New +$19.9K 0.02% 123

Other funds holding SCHZ

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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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Costello Asset Management's SCHZ Position: Q3 2025 in Review

Costello Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 551 shares — an estimated $12.8K sold.

Costello Asset Management first reported a position in SCHZ in Q2 2020 and held it in 5 quarters. The position peaked at $20K in Q4 2020. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Costello Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 551 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $12.8K.
  • Costello Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
  • Costello Asset Management's Schwab US Aggregate Bond ETF position peaked at $20K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.