Glass Jacobson Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Glass Jacobson Investment 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
2025 Q4	–	Sell	-222	Closed	-$5.21K	–	610
2025 Q3	$5.21K	Buy	+222	New	+$5.16K	﹤0.01%	487
2025 Q2	–	Sell	-6,500	Closed	-$148K	–	793
2025 Q1	$148K	Hold	6,500	–	–	0.05%	257
2024 Q4	$148K	Hold	6,500	–	–	0.05%	257
2024 Q3	$154K	Hold	6,500	–	–	0.05%	243
2024 Q2	$148K	Hold	6,500	–	–	0.05%	238
2024 Q1	$150K	Buy	+6,500	New	+$149K	0.06%	237

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's SCHZ Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 222 shares — an estimated $5.21K sold.

Glass Jacobson Investment Advisors first reported a position in SCHZ in Q1 2024 and held it in 6 quarters. The position peaked at $154K in Q3 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Glass Jacobson Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 222 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $5.21K.
Glass Jacobson Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 6 quarters.
Glass Jacobson Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $154K in Q3 2024.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.