Financial Engines Advisors
SCHZ icon

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

Financial Engines 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 		$126M Buy
5,413,829
+17,378
+0.3% +$407K 0.26% 36
2025
Q4 		$126M Sell
5,396,451
-31,132
-0.6% -$731K 0.24% 38
2025
Q3 		$127M Buy
5,427,583
+524,573
+11% +$12.2M 0.24% 36
2025
Q2 		$114M Sell
4,903,010
-39,725
-0.8% -$912K 0.23% 39
2025
Q1 		$114M Sell
4,942,735
-127,418
-3% -$2.92M 0.25% 34
2024
Q4 		$115M Buy
5,070,153
+20,043
+0.4% +$463K 0.24% 37
2024
Q3 		$120M Sell
5,050,110
-37,128
-0.7% -$869K 0.25% 37
2024
Q2 		$116M Buy
5,087,238
+113,094
+2% +$2.56M 0.26% 37
2024
Q1 		$114M Sell
4,974,144
-43,464
-0.9% -$999K 0.26% 38
2023
Q4 		$117M Sell
5,017,608
-155,062
-3% -$3.47M 0.28% 37
2023
Q3 		$114M Buy
5,172,670
+252,176
+5% +$5.71M 0.3% 35
2023
Q2 		$114M Buy
4,920,494
+156,024
+3% +$3.63M 0.29% 36
2023
Q1 		$112M Buy
4,764,470
+74,824
+2% +$1.74M 0.3% 36
2022
Q4 		$107M Sell
4,689,646
-38,920
-0.8% -$886K 0.31% 38
2022
Q3 		$107M Buy
4,728,566
+97,070
+2% +$2.31M 0.35% 33
2022
Q2 		$111M Buy
4,631,496
+568,720
+14% +$13.8M 0.34% 35
2022
Q1 		$103M Sell
4,062,776
-36,216
-0.9% -$941K 0.27% 37
2021
Q4 		$110M Sell
4,098,992
-16,962
-0.4% -$459K 0.29% 37
2021
Q3 		$112M Sell
4,115,954
-221,272
-5% -$6.07M 0.33% 36
2021
Q2 		$118M Sell
4,337,226
-703,112
-14% -$19.1M 0.34% 36
2021
Q1 		$136M Buy
5,040,338
+366,776
+8% +$10.1M 0.42% 35
2020
Q4 		$131M Buy
4,673,562
+239,922
+5% +$6.71M 0.45% 34
2020
Q3 		$124M Sell
4,433,640
-63,268
-1% -$1.78M 0.5% 33
2020
Q2 		$126M Sell
4,496,908
-384,748
-8% -$10.7M 0.55% 30
2020
Q1 		$132M Sell
4,881,656
-638,688
-12% -$17.2M 0.71% 23
2019
Q4 		$147M Buy
5,520,344
+450,144
+9% +$12.1M 0.71% 24
2019
Q3 		$137M Buy
5,070,200
+2,061,836
+69% +$55.1M 0.73% 23
2019
Q2 		$79.7M Buy
3,008,364
+152,876
+5% +$3.98M 0.47% 27
2019
Q1 		$74.1M Sell
2,855,488
-3,451,058
-55% -$88M 0.4% 27
2018
Q4 		$166M Buy
6,306,546
+1,965,114
+45% +$49.1M 1.15% 16
2018
Q3 		$109M Buy
4,341,432
+1,375,722
+46% +$34.7M 2.08% 9
2018
Q2 		$75.1M Sell
2,965,710
-46,758
-2% -$1.18M 1.79% 10
2018
Q1 		$76.8M Buy
3,012,468
+444,490
+17% +$11.4M 2.24% 7
2017
Q4 		$66.8M Buy
2,567,978
+449,036
+21% +$11.7M 1.92% 8
2017
Q3 		$55.5M Buy
2,118,942
+1,083,076
+105% +$28.4M 1.85% 8
2017
Q2 		$26.8M Hold
1,035,866
– – 1.24% 8
2017
Q1 		$26.8M Buy
1,035,866
+556,164
+116% +$14.4M 1.27% 7
2016
Q4 		$12.4M Buy
+479,702
New +$12.5M 0.61% 8

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors's SCHZ Position: Q1 2026 in Review

Financial Engines Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.32% in Q1 2026, buying an estimated $407K and bringing the position to 5,413,829 shares worth $126M. The position accounts for 0.26% of the portfolio, ranked #36.

Financial Engines Advisors first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $166M in Q4 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Financial Engines Advisors held 5,413,829 shares of Schwab US Aggregate Bond ETF worth $126M as of Q1 2026.
  • Financial Engines Advisors bought 17,378 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $407K.
  • Schwab US Aggregate Bond ETF made up 0.26% of Financial Engines Advisors's portfolio in Q1 2026, its #36 holding.
  • Financial Engines Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Financial Engines Advisors's Schwab US Aggregate Bond ETF position peaked at $166M in Q4 2018.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.