First Manhattan
SCHZ icon

First Manhattan’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

First Manhattan’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 		– Sell
-10,232
Closed -$238K – 787
2026
Q1 		$238K Buy
+10,232
New +$239K ﹤0.01% 696
2024
Q2 		– Sell
-10
Closed -$230 – 1184
2024
Q1 		$230 Hold
10
– – ﹤0.01% 1373
2023
Q4 		$233 Hold
10
– – ﹤0.01% 1392
2023
Q3 		$221 Hold
10
– – ﹤0.01% 1421
2023
Q2 		$230 Hold
10
– – ﹤0.01% 1386
2023
Q1 		$234 Hold
10
– – ﹤0.01% 1479
2022
Q4 		$228 Hold
10
– – ﹤0.01% 1631
2022
Q3 		$0 Buy
+10
New +$238 ﹤0.01% 1634

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 $103B AUM 28.65% 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

First Manhattan's SCHZ Position: Q2 2026 in Review

First Manhattan sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 10,232 shares — an estimated $238K sold.

First Manhattan first reported a position in SCHZ in Q3 2022 and held it in 8 quarters. The position peaked at $238K in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • First Manhattan reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • First Manhattan sold 10,232 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $238K.
  • First Manhattan first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and held it in 8 quarters.
  • First Manhattan's Schwab US Aggregate Bond ETF position peaked at $238K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.