Goldman Sachs
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Goldman Sachs’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Goldman Sachs’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 		$71M Sell
3,071,596
-59,602
-2% -$1.38M 0.01% 1501
2026
Q1 		$72.7M Sell
3,131,198
-617,498
-16% -$14.5M 0.01% 1272
2025
Q4 		$87.6M Buy
3,748,696
+524,253
+16% +$12.3M 0.01% 1081
2025
Q3 		$75.7M Sell
3,224,443
-201,493
-6% -$4.68M 0.01% 1122
2025
Q2 		$79.6M Buy
3,425,936
+219,947
+7% +$5.05M 0.01% 1037
2025
Q1 		$74.3M Sell
3,205,989
-823,501
-20% -$18.9M 0.01% 959
2024
Q4 		$91.5M Buy
4,029,490
+763,356
+23% +$17.6M 0.01% 854
2024
Q3 		$77.6M Sell
3,266,134
-117,266
-3% -$2.75M 0.01% 932
2024
Q2 		$77.1M Sell
3,383,400
-87,342
-3% -$1.98M 0.01% 919
2024
Q1 		$79.8M Sell
3,470,742
-1,544,090
-31% -$35.5M 0.01% 902
2023
Q4 		$117M Buy
5,014,832
+1,280,302
+34% +$28.6M 0.02% 706
2023
Q3 		$82.6M Sell
3,734,530
-96,308
-3% -$2.18M 0.02% 815
2023
Q2 		$88.4M Sell
3,830,838
-11,944
-0.3% -$278K 0.02% 775
2023
Q1 		$90.1M Sell
3,842,782
-179,820
-4% -$4.18M 0.02% 746
2022
Q4 		$91.8M Buy
+4,022,602
New +$91.6M 0.02% 765
2021
Q1 		– Sell
-51,022
Closed -$1.43M – 6314
2020
Q4 		$1.43M Buy
51,022
+12,106
+31% +$339K ﹤0.01% 3962
2020
Q3 		$1.09M Buy
38,916
+15,074
+63% +$425K ﹤0.01% 4011
2020
Q2 		$670K Buy
23,842
+8,908
+60% +$248K ﹤0.01% 4212
2020
Q1 		$405K Sell
14,934
-90,530
-86% -$2.44M ﹤0.01% 4336
2019
Q4 		$2.82M Sell
105,464
-270,204
-72% -$7.24M ﹤0.01% 3407
2019
Q3 		$10.1M Sell
375,668
-127,582
-25% -$3.41M ﹤0.01% 2324
2019
Q2 		$13.3M Buy
503,250
+264,636
+111% +$6.88M ﹤0.01% 2159
2019
Q1 		$6.19M Buy
238,614
+68,174
+40% +$1.74M ﹤0.01% 2800
2018
Q4 		$4.31M Sell
170,440
-68,180
-29% -$1.7M ﹤0.01% 3021
2018
Q3 		$6M Buy
+238,620
New +$6.03M ﹤0.01% 2850
2018
Q2 		– Sell
-64,390
Closed -$1.64M – 5972
2018
Q1 		$1.64M Sell
64,390
-174,218
-73% -$4.46M ﹤0.01% 3727
2017
Q4 		$6.21M Sell
238,608
-60,548
-20% -$1.58M ﹤0.01% 2824
2017
Q3 		$7.83M Buy
299,156
+708
+0.2% +$18.6K ﹤0.01% 2775
2017
Q2 		$7.8M Buy
+298,448
New +$7.78M ﹤0.01% 2703

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

Goldman Sachs's SCHZ Position: Q2 2026 in Review

Goldman Sachs reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q2 2026, selling an estimated $1.38M and leaving 3,071,596 shares worth $71M. The position accounts for 0.01% of the portfolio, ranked #1501.

Goldman Sachs first reported a position in SCHZ in Q2 2017 and has held it in 29 quarters since. The position peaked at $117M in Q4 2023. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Goldman Sachs held 3,071,596 shares of Schwab US Aggregate Bond ETF worth $71M as of Q2 2026.
  • Goldman Sachs sold 59,602 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.38M.
  • Schwab US Aggregate Bond ETF made up 0.01% of Goldman Sachs's portfolio in Q2 2026, its #1501 holding.
  • Goldman Sachs first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 29 quarters since.
  • Goldman Sachs's Schwab US Aggregate Bond ETF position peaked at $117M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.