Fisher Asset Management
SCHZ icon

Fisher Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fisher Asset Management’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
2025
Q3 		– Sell
-8,722
Closed -$203K – 1073
2025
Q2 		$203K Buy
+8,722
New +$200K ﹤0.01% 964
2024
Q3 		– Sell
-16,450
Closed -$375K – 998
2024
Q2 		$375K Buy
16,450
+6,346
+63% +$144K ﹤0.01% 836
2024
Q1 		$232K Buy
+10,104
New +$232K ﹤0.01% 912
2020
Q3 		– Sell
-8,052
Closed -$226K – 885
2020
Q2 		$226K Buy
+8,052
New +$224K ﹤0.01% 767
2016
Q2 		– Sell
-16,190
Closed -$429K – 711
2016
Q1 		$429K Buy
+16,190
New +$423K ﹤0.01% 577

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B 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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return