Fidelity Investments
SCHZ icon

Fidelity Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fidelity Investments’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
Q2 		$65.3K Sell
2,822
-484
-15% -$11.2K ﹤0.01% 4198
2026
Q1 		$76.8K Buy
3,306
+613
+23% +$14.3K ﹤0.01% 3915
2025
Q4 		$62.9K Sell
2,693
-1,489
-36% -$35K ﹤0.01% 3992
2025
Q3 		$98.2K Sell
4,182
-2,747
-40% -$63.8K ﹤0.01% 3671
2025
Q2 		$161K Sell
6,929
-1,094
-14% -$25.1K ﹤0.01% 3399
2025
Q1 		$186K Buy
8,023
+5,826
+265% +$133K ﹤0.01% 3275
2024
Q4 		$49.9K Sell
2,197
-18,715
-89% -$432K ﹤0.01% 3852
2024
Q3 		$497K Buy
20,912
+20,608
+6,779% +$483K ﹤0.01% 2858
2024
Q2 		$6.93K Sell
304
-756
-71% -$17.1K ﹤0.01% 4451
2024
Q1 		$24.4K Buy
1,060
+988
+1,372% +$22.7K ﹤0.01% 3932
2023
Q4 		$1.68K Sell
72
-2,150
-97% -$48.1K ﹤0.01% 4687
2023
Q3 		$49.2K Buy
+2,222
New +$50.4K ﹤0.01% 3375
2022
Q4 		– Sell
-82
Closed -$2K – 5559
2022
Q3 		$2K Sell
82
-688
-89% -$16.4K ﹤0.01% 4586
2022
Q2 		$18K Sell
770
-782
-50% -$18.9K ﹤0.01% 3925
2022
Q1 		$39K Sell
1,552
-2,438
-61% -$63.3K ﹤0.01% 3765
2021
Q4 		$107K Sell
3,990
-1,578
-28% -$42.7K ﹤0.01% 3073
2021
Q3 		$151K Buy
5,568
+2,332
+72% +$63.9K ﹤0.01% 3002
2021
Q2 		$88K Buy
3,236
+2,704
+508% +$73.4K ﹤0.01% 3054
2021
Q1 		$14K Sell
532
-5,164
-91% -$142K ﹤0.01% 3320
2020
Q4 		$160K Sell
5,696
-416
-7% -$11.6K ﹤0.01% 2821
2020
Q3 		$171K Buy
6,112
+3,176
+108% +$89.6K ﹤0.01% 2710
2020
Q2 		$83K Sell
2,936
-944
-24% -$26.3K ﹤0.01% 2740
2020
Q1 		$105K Buy
3,880
+2,244
+137% +$60.6K ﹤0.01% 2672
2019
Q4 		$44K Buy
1,636
+1,366
+506% +$36.6K ﹤0.01% 2923
2019
Q3 		$7K Buy
+270
New +$7.22K ﹤0.01% 3331
2019
Q2 		– Sell
-2
Closed – – 4134
2019
Q1 		$0 Buy
+2
New +$51 ﹤0.01% 4140
2018
Q4 		– Sell
-2
Closed – – 4078
2018
Q3 		$0 Buy
+2
New +$51 ﹤0.01% 3770

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 $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Fidelity Investments's SCHZ Position: Q2 2026 in Review

Fidelity Investments reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 15% in Q2 2026, selling an estimated $11.2K and leaving 2,822 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4198.

Fidelity Investments first reported a position in SCHZ in Q3 2018 and has held it in 27 quarters since. The position peaked at $497K in Q3 2024. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Fidelity Investments held 2,822 shares of Schwab US Aggregate Bond ETF worth $65.3K as of Q2 2026.
  • Fidelity Investments sold 484 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11.2K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4198 holding.
  • Fidelity Investments first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 27 quarters since.
  • Fidelity Investments's Schwab US Aggregate Bond ETF position peaked at $497K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.