Front Row Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Front Row 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	$120K	Hold	5,148	–	–	0.04%	148
2025 Q4	$120K	Buy	5,148 +1	+0%	+$23	0.04%	147
2025 Q3	$121K	Sell	5,147 -411	-7%	-$9.55K	0.04%	143
2025 Q2	$129K	Sell	5,558 -280	-5%	-$6.42K	0.04%	140
2025 Q1	$135K	Buy	5,838 +1	+0%	+$23	0.05%	152
2024 Q4	$133K	Sell	5,837 -1	-0%	-$23	0.05%	156
2024 Q3	$139K	Hold	5,838	–	–	0.05%	151
2024 Q2	$133K	Buy	5,838 +2	+0%	+$45	0.05%	172
2024 Q1	$134K	Hold	5,836	–	–	0.05%	156
2023 Q4	$136K	Hold	5,836	–	–	0.06%	128
2023 Q3	$129K	Hold	5,836	–	–	0.06%	152
2023 Q2	$135K	Buy	5,836 +2	+0%	+$47	0.06%	155
2023 Q1	$137K	Buy	5,834 +700	+14%	+$16.3K	0.07%	156
2022 Q4	$117K	Sell	5,134 -700	-12%	-$15.9K	0.06%	164
2022 Q3	$132K	Hold	5,834	–	–	0.07%	160
2022 Q2	$140K	Hold	5,834	–	–	0.07%	156
2022 Q1	$147K	Hold	5,834	–	–	0.06%	164
2021 Q4	$157K	Buy	5,834 +2	+0%	+$54	0.06%	161
2021 Q3	$158K	Hold	5,832	–	–	0.07%	159
2021 Q2	$160K	Sell	5,832 -508	-8%	-$13.8K	0.07%	159
2021 Q1	$171K	Buy	6,340 +508	+9%	+$13.9K	0.08%	138
2020 Q4	$163K	Hold	5,832	–	–	0.08%	138
2020 Q3	$164K	Hold	5,832	–	–	0.09%	135
2020 Q2	$164K	Hold	5,832	–	–	0.1%	124
2020 Q1	$163K	Hold	5,832	–	–	0.11%	115
2019 Q4	$156K	Buy	5,832 +2	+0%	+$54	0.1%	121
2019 Q3	$157K	Hold	5,830	–	–	0.11%	123
2019 Q2	$155K	Hold	5,830	–	–	0.11%	123
2019 Q1	$151K	Hold	5,830	–	–	0.12%	123
2018 Q4	$147K	Hold	5,830	–	–	0.13%	114
2018 Q3	$145	Hold	5,830	–	–	0.1%	122
2018 Q2	$147	Buy	5,830 +2	+0%	+$51	0.09%	130
2018 Q1	$149K	Hold	5,828	–	–	0.1%	129
2017 Q4	$152K	Buy	+5,828	New	+$152K	0.12%	126

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 $3.64B AUM 14.73% 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 $374B AUM 17.66% 1-Year Est. Return

Front Row Advisors's SCHZ Position: Q1 2026 in Review

Front Row Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 5,148 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #148.

Front Row Advisors first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $171K in Q1 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Front Row Advisors held 5,148 shares of Schwab US Aggregate Bond ETF worth $120K as of Q1 2026.
Front Row Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.04% of Front Row Advisors's portfolio in Q1 2026, its #148 holding.
Front Row Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
Front Row Advisors's Schwab US Aggregate Bond ETF position peaked at $171K in Q1 2021.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.