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

Empirical 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
2026
Q1 		$1.32M Buy
56,858
+2,059
+4% +$48.2K 0.35% 76
2025
Q4 		$1.28M Sell
54,799
-4,305
-7% -$101K 0.36% 70
2025
Q3 		$1.39M Buy
59,104
+1,275
+2% +$29.6K 0.39% 59
2025
Q2 		$1.34M Sell
57,829
-8,890
-13% -$204K 0.42% 58
2025
Q1 		$1.55M Buy
66,719
+6,992
+12% +$160K 0.53% 45
2024
Q4 		$1.36M Buy
59,727
+9,261
+18% +$214K 0.45% 55
2024
Q3 		$1.2M Buy
50,466
+208
+0.4% +$4.87K 0.43% 63
2024
Q2 		$1.15M Buy
50,258
+16,684
+50% +$378K 0.43% 47
2024
Q1 		$772K Buy
33,574
+4,836
+17% +$111K 0.37% 75
2023
Q4 		$670K Buy
28,738
+10
+0% +$224 0.55% 62
2023
Q3 		$635K Buy
28,728
+10,458
+57% +$237K 0.55% 59
2023
Q2 		$422K Sell
18,270
-56
-0.3% -$1.3K 0.37% 91
2023
Q1 		$430K Buy
18,326
+10
+0.1% +$233 0.41% 87
2022
Q4 		$418K Sell
18,316
-34
-0.2% -$774 0.44% 93
2022
Q3 		$416K Sell
18,350
-294
-2% -$7K 0.45% 90
2022
Q2 		$446K Sell
18,644
-262
-1% -$6.34K 0.47% 74
2022
Q1 		$478K Buy
18,906
+2,962
+19% +$76.9K 0.45% 78
2021
Q4 		$430K Buy
+15,944
New +$431K 0.42% 91

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

Empirical Asset Management's SCHZ Position: Q1 2026 in Review

Empirical Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.8% in Q1 2026, buying an estimated $48.2K and bringing the position to 56,858 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #76.

Empirical Asset Management first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Empirical Asset Management held 56,858 shares of Schwab US Aggregate Bond ETF worth $1.32M as of Q1 2026.
  • Empirical Asset Management bought 2,059 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $48.2K.
  • Schwab US Aggregate Bond ETF made up 0.35% of Empirical Asset Management's portfolio in Q1 2026, its #76 holding.
  • Empirical Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Empirical Asset Management's Schwab US Aggregate Bond ETF position peaked at $1.55M in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.