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

Evolution 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
2026
Q1 		$367K Sell
15,810
-107
-0.7% -$2.5K 0.27% 68
2025
Q4 		$372K Buy
15,917
+13,264
+500% +$311K 0.31% 61
2025
Q3 		$62.3K Sell
2,653
-492
-16% -$11.4K 0.06% 184
2025
Q2 		$73.1K Buy
+3,145
New +$72.2K 0.09% 146

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

Evolution Wealth Management's SCHZ Position: Q1 2026 in Review

Evolution Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.67% in Q1 2026, selling an estimated $2.5K and leaving 15,810 shares worth $367K. The position accounts for 0.27% of the portfolio, ranked #68.

Evolution Wealth Management first reported a position in SCHZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Evolution Wealth Management held 15,810 shares of Schwab US Aggregate Bond ETF worth $367K as of Q1 2026.
  • Evolution Wealth Management sold 107 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.5K.
  • Schwab US Aggregate Bond ETF made up 0.27% of Evolution Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Evolution Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Schwab US Aggregate Bond ETF position peaked at $372K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.