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Elgethun Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Elgethun Capital 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
-10,000
Closed -$232K – 158
2025
Q2 		$232K Hold
10,000
– – 0.05% 116
2025
Q1 		$232K Buy
+10,000
New +$229K 0.05% 116

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Elgethun Capital Management's SCHZ Position: Q3 2025 in Review

Elgethun Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 10,000 shares — an estimated $232K sold.

Elgethun Capital Management first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Elgethun Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Elgethun Capital Management sold 10,000 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $232K.
  • Elgethun Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Elgethun Capital Management's Schwab US Aggregate Bond ETF position peaked at $232K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Elgethun Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.