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

Fairview Capital Investment 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 		$225K Sell
9,675
-425
-4% -$9.95K 0.01% 183
2025
Q4 		$236K Hold
10,100
– – 0.01% 159
2025
Q3 		$237K Sell
10,100
-900
-8% -$20.9K 0.01% 157
2025
Q2 		$256K Hold
11,000
– – 0.01% 145
2025
Q1 		$255K Hold
11,000
– – 0.01% 147
2024
Q4 		$250K Sell
11,000
-2,200
-17% -$50.8K 0.01% 152
2024
Q3 		$314K Buy
13,200
+1,100
+9% +$25.8K 0.02% 131
2024
Q2 		$276K Buy
12,100
+650
+6% +$14.7K 0.02% 130
2024
Q1 		$263K Sell
11,450
-3,400
-23% -$78.2K 0.01% 142
2023
Q4 		$346K Buy
+14,850
New +$332K 0.02% 126
2022
Q4 		– Sell
-8,950
Closed -$202K – 140
2022
Q3 		$202K Hold
8,950
– – 0.01% 128
2022
Q2 		$214K Hold
8,950
– – 0.01% 136
2022
Q1 		$226K Hold
8,950
– – 0.01% 127
2021
Q4 		$241K Hold
8,950
– – 0.02% 127
2021
Q3 		$242K Hold
8,950
– – 0.02% 115
2021
Q2 		$244K Sell
8,950
-700
-7% -$19K 0.02% 116
2021
Q1 		$260K Buy
9,650
+950
+11% +$26.1K 0.01% 143
2020
Q4 		$243K Sell
8,700
-400
-4% -$11.2K 0.01% 135
2020
Q3 		$255K Buy
9,100
+500
+6% +$14.1K 0.01% 122
2020
Q2 		$241K Sell
8,600
-1,000
-10% -$27.8K 0.01% 117
2020
Q1 		$260K Sell
9,600
-210
-2% -$5.67K 0.02% 117
2019
Q4 		$262K Buy
9,810
+610
+7% +$16.3K 0.01% 127
2019
Q3 		$247K Hold
9,200
– – 0.01% 131
2019
Q2 		$243K Hold
9,200
– – 0.01% 133
2019
Q1 		$238K Hold
9,200
– – 0.01% 133
2018
Q4 		$232K Sell
9,200
-2,450
-21% -$61.2K 0.01% 130
2018
Q3 		$293K Buy
11,650
+800
+7% +$20.2K 0.02% 121
2018
Q2 		$275K Buy
+10,850
New +$274K 0.02% 114

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 $4.02B AUM 20% 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

Fairview Capital Investment Management's SCHZ Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.2% in Q1 2026, selling an estimated $9.95K and leaving 9,675 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #183.

Fairview Capital Investment Management first reported a position in SCHZ in Q2 2018 and has held it in 28 quarters since. The position peaked at $346K in Q4 2023. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Fairview Capital Investment Management held 9,675 shares of Schwab US Aggregate Bond ETF worth $225K as of Q1 2026.
  • Fairview Capital Investment Management sold 425 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $9.95K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Fairview Capital Investment Management's portfolio in Q1 2026, its #183 holding.
  • Fairview Capital Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Fairview Capital Investment Management's Schwab US Aggregate Bond ETF position peaked at $346K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.