EWM
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Endowment Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Endowment Wealth 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
Q4 		– Sell
-30,573
Closed -$718K – 164
2025
Q3 		$718K Buy
30,573
+407
+1% +$9.46K 0.33% 63
2025
Q2 		$701K Sell
30,166
-1,294
-4% -$29.7K 0.36% 58
2025
Q1 		$729K Sell
31,460
-2,168
-6% -$49.7K 0.47% 54
2024
Q4 		$763K Sell
33,628
-986
-3% -$22.8K 0.51% 50
2024
Q3 		$822K Buy
34,614
+124
+0.4% +$2.9K 0.54% 51
2024
Q2 		$786K Buy
34,490
+3,612
+12% +$81.9K 0.57% 47
2024
Q1 		$710K Buy
30,878
+5,328
+21% +$123K 0.53% 49
2023
Q4 		$596K Buy
25,550
+324
+1% +$7.25K 0.5% 48
2023
Q3 		$558K Buy
25,226
+1,344
+6% +$30.5K 0.5% 50
2023
Q2 		$551K Buy
23,882
+756
+3% +$17.6K 0.51% 52
2023
Q1 		$490K Buy
23,126
+2,802
+14% +$65.2K 0.49% 56
2022
Q4 		$464K Sell
20,324
-142
-0.7% -$3.23K 0.51% 50
2022
Q3 		$464K Sell
20,466
-326
-2% -$7.76K 0.56% 51
2022
Q2 		$498K Sell
20,792
-98
-0.5% -$2.37K 0.6% 43
2022
Q1 		$528K Sell
20,890
-128
-0.6% -$3.32K 0.56% 45
2021
Q4 		$566K Buy
+21,018
New +$568K 0.57% 38

Other funds holding SCHZ

JP Morgan Chase
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Endowment Wealth Management's SCHZ Position: Q4 2025 in Review

Endowment Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 30,573 shares — an estimated $718K sold.

Endowment Wealth Management first reported a position in SCHZ in Q4 2021 and held it in 16 quarters. The position peaked at $822K in Q3 2024. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Endowment Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 30,573 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $718K.
  • Endowment Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 16 quarters.
  • Endowment Wealth Management's Schwab US Aggregate Bond ETF position peaked at $822K in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.