Flow Traders U.S.’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Flow Traders U.S.’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	$478K	Buy	+20,575	New	+$482K	0.02%	668
2025 Q3	–	Sell	-108,551	Closed	-$2.52M	–	1200
2025 Q2	$2.52M	Buy	+108,551	New	+$2.49M	0.09%	196
2024 Q3	–	Sell	-30,512	Closed	-$695K	–	1104
2024 Q2	$695K	Buy	+30,512	New	+$692K	0.03%	449
2021 Q1	–	Sell	-182,872	Closed	-$5.12M	–	957
2020 Q4	$5.12M	Buy	182,872 +162,370	+792%	+$4.54M	0.35%	52
2020 Q3	$575K	Sell	20,502 -85,716	-81%	-$2.42M	0.04%	320
2020 Q2	$2.99M	Buy	+106,218	New	+$2.96M	0.24%	82
2017 Q2	–	Sell	-25,222	Closed	-$653K	–	327
2017 Q1	$653K	Buy	+25,222	New	+$651K	0.05%	180

Other funds holding SCHZ

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 $4.02B AUM 20% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Flow Traders U.S.'s SCHZ Position: Q1 2026 in Review

Flow Traders U.S. opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 20,575 shares worth $478K. The stake represents 0.02% of the portfolio and ranks #668 among its holdings. This is a return to the name: Flow Traders U.S. previously reported a position in SCHZ as recently as Q2 2025.

Flow Traders U.S. first reported a position in SCHZ in Q1 2017 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2020. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Flow Traders U.S. held 20,575 shares of Schwab US Aggregate Bond ETF worth $478K as of Q1 2026.
Schwab US Aggregate Bond ETF was a new Flow Traders U.S. position in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.02% of Flow Traders U.S.'s portfolio in Q1 2026, its #668 holding.
Flow Traders U.S. first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 7 quarters since.
Flow Traders U.S.'s Schwab US Aggregate Bond ETF position peaked at $5.12M in Q4 2020.
664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Flow Traders U.S.'s 13F filing for Q1 2026, filed 15 May 2026.