FC
SCHZ icon

Financial Consulate’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial Consulate’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 		$435K Sell
18,718
-650
-3% -$15.2K 0.05% 87
2025
Q4 		$453K Buy
19,368
+200
+1% +$4.7K 0.06% 94
2025
Q3 		$450K Sell
19,168
-4
-0% -$93 0.06% 100
2025
Q2 		$446K Sell
19,172
-2,290
-11% -$52.5K 0.09% 37
2025
Q1 		$497K Buy
21,462
+1,808
+9% +$41.4K 0.13% 26
2024
Q4 		$446K Hold
19,654
– – 0.12% 30
2024
Q3 		$467K Hold
19,654
– – 0.12% 29
2024
Q2 		$448K Hold
19,654
– – 0.13% 28
2024
Q1 		$452K Hold
19,654
– – 0.13% 29
2023
Q4 		$458K Hold
19,654
– – 0.15% 26
2023
Q3 		$435K Hold
19,654
– – 0.19% 28
2023
Q2 		$454K Hold
19,654
– – 0.19% 29
2023
Q1 		$461K Hold
19,654
– – 0.16% 73
2022
Q4 		$449K Hold
19,654
– – 0.16% 78
2022
Q3 		$445K Hold
19,654
– – 0.19% 65
2022
Q2 		$470K Hold
19,654
– – 0.22% 63
2022
Q1 		$497K Hold
19,654
– – 0.19% 68
2021
Q4 		$530K Sell
19,654
-104
-0.5% -$2.81K 0.18% 67
2021
Q3 		$536K Buy
19,758
+2
+0% +$55 0.19% 59
2021
Q2 		$539K Hold
19,756
– – 0.19% 59
2021
Q1 		$533K Hold
19,756
– – 0.22% 58
2020
Q4 		$553K Hold
19,756
– – 0.24% 56
2020
Q3 		$554K Sell
19,756
-1,432
-7% -$40.4K 0.26% 52
2020
Q2 		$596K Hold
21,188
– – 0.3% 45
2020
Q1 		$575K Buy
21,188
+100
+0.5% +$2.7K 0.34% 45
2019
Q4 		$563K Hold
21,088
– – 0.25% 53
2019
Q3 		$568K Sell
21,088
-5,616
-21% -$150K 0.25% 58
2019
Q2 		$708K Sell
26,704
-25,300
-49% -$658K 0.32% 46
2019
Q1 		$1.35M Sell
52,004
-346
-0.7% -$8.83K 0.62% 32
2018
Q4 		$1.32M Sell
52,350
-1,290
-2% -$32.2K 0.79% 35
2018
Q3 		$1.35M Buy
53,640
+610
+1% +$15.4K 0.77% 35
2018
Q2 		$1.34M Buy
53,030
+910
+2% +$23K 0.68% 37
2018
Q1 		$1.33M Sell
52,120
-16,884
-24% -$432K 0.7% 37
2017
Q4 		$1.79M Buy
69,004
+4,200
+6% +$110K 0.92% 29
2017
Q3 		$1.7M Buy
64,804
+1,444
+2% +$37.8K 0.92% 29
2017
Q2 		$1.66M Buy
63,360
+1,794
+3% +$46.8K 0.97% 27
2017
Q1 		$1.59M Sell
61,566
-264
-0.4% -$6.82K 1.02% 24
2016
Q4 		$1.59M Buy
61,830
+9,678
+19% +$253K 1.16% 17
2016
Q3 		$1.4M Sell
52,152
-88,782
-63% -$2.38M 1.25% 17
2016
Q2 		$3.79M Sell
140,934
-1,814
-1% -$48.1K 2.9% 9
2016
Q1 		$3.77M Sell
142,748
-5,088
-3% -$133K 2.59% 9
2015
Q4 		$3.81M Sell
147,836
-20
-0% -$518 2.71% 8
2015
Q3 		$3.85M Buy
147,856
+118,640
+406% +$3.08M 3.35% 9
2015
Q2 		$756K Sell
29,216
-7,670
-21% -$201K 0.56% 30
2015
Q1 		$976K Sell
36,886
-68,914
-65% -$1.82M 0.82% 24
2014
Q4 		$2.77M Buy
+105,800
New +$2.76M 1.83% 19

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

Financial Consulate's SCHZ Position: Q1 2026 in Review

Financial Consulate reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.4% in Q1 2026, selling an estimated $15.2K and leaving 18,718 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #87.

Financial Consulate first reported a position in SCHZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.85M in Q3 2015. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Financial Consulate held 18,718 shares of Schwab US Aggregate Bond ETF worth $435K as of Q1 2026.
  • Financial Consulate sold 650 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $15.2K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Financial Consulate's portfolio in Q1 2026, its #87 holding.
  • Financial Consulate first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Financial Consulate's Schwab US Aggregate Bond ETF position peaked at $3.85M in Q3 2015.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.