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FDx Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

FDx Advisors’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 		$456K Buy
19,632
+46
+0.2% +$1.08K 0.15% 103
2025
Q4 		$458K Hold
19,586
– – 0.23% 50
2025
Q3 		$461K Buy
19,586
+2,224
+13% +$51.7K 0.14% 98
2025
Q2 		$403K Sell
17,362
-1,001
-5% -$23K 0.12% 104
2025
Q1 		$425K Sell
18,363
-131
-0.7% -$3K 0.14% 98
2024
Q4 		$420K Sell
18,494
-3,326
-15% -$76.8K 0.12% 109
2024
Q3 		$518K Sell
21,820
-662
-3% -$15.5K 0.14% 103
2024
Q2 		$512K Sell
22,482
-1,210
-5% -$27.4K 0.14% 95
2024
Q1 		$545K Sell
23,692
-1,890
-7% -$43.5K 0.08% 197
2023
Q4 		$596K Buy
+25,582
New +$572K 0.05% 350
2018
Q4 		– Sell
-20,876
Closed -$525K – 768
2018
Q3 		$525K Buy
20,876
+948
+5% +$23.9K 0.02% 508
2018
Q2 		$505K Buy
19,928
+2,420
+14% +$61.1K 0.02% 540
2018
Q1 		$447K Buy
+17,508
New +$448K 0.01% 816
2016
Q4 		– Sell
-24,178
Closed -$632K – 1154
2016
Q3 		$632K Sell
24,178
-788
-3% -$21.1K 0.03% 542
2016
Q2 		$671K Buy
24,966
+9,656
+63% +$256K 0.03% 491
2016
Q1 		$404K Buy
+15,310
New +$400K 0.02% 644

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

FDx Advisors's SCHZ Position: Q1 2026 in Review

FDx Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.23% in Q1 2026, buying an estimated $1.08K and bringing the position to 19,632 shares worth $456K. The position accounts for 0.15% of the portfolio, ranked #103.

FDx Advisors first reported a position in SCHZ in Q1 2016 and has held it in 16 quarters since. The position peaked at $671K in Q2 2016. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • FDx Advisors held 19,632 shares of Schwab US Aggregate Bond ETF worth $456K as of Q1 2026.
  • FDx Advisors bought 46 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.08K.
  • Schwab US Aggregate Bond ETF made up 0.15% of FDx Advisors's portfolio in Q1 2026, its #103 holding.
  • FDx Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • FDx Advisors's Schwab US Aggregate Bond ETF position peaked at $671K in Q2 2016.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.