GS Investments’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246K | Hold |
10,608
| – | – | 0.14% | 70 |
|
|
2025
Q4 | $248K | Hold |
10,608
| – | – | 0.13% | 70 |
|
|
2025
Q3 | $249K | Sell |
10,608
-100
| -0.9% | -$2.32K | 0.12% | 69 |
|
|
2025
Q2 | $249K | Sell |
10,708
-2,640
| -20% | -$60.6K | 0.11% | 73 |
|
|
2025
Q1 | $309K | Sell |
13,348
-172
| -1% | -$3.94K | 0.15% | 71 |
|
|
2024
Q4 | $307K | Sell |
13,520
-772
| -5% | -$17.8K | 0.14% | 71 |
|
|
2024
Q3 | $340K | Sell |
14,292
-600
| -4% | -$14K | 0.15% | 69 |
|
|
2024
Q2 | $339K | Sell |
14,892
-600
| -4% | -$13.6K | 0.16% | 68 |
|
|
2024
Q1 | $356K | Buy |
15,492
+40
| +0.3% | +$920 | 0.17% | 70 |
|
|
2023
Q4 | $360K | Sell |
15,452
-2,020
| -12% | -$45.2K | 0.19% | 69 |
|
|
2023
Q3 | $386K | Sell |
17,472
-694
| -4% | -$15.7K | 0.22% | 70 |
|
|
2023
Q2 | $419K | Buy |
18,166
+690
| +4% | +$16.1K | 0.23% | 70 |
|
|
2023
Q1 | $410K | Sell |
17,476
-580
| -3% | -$13.5K | 0.24% | 71 |
|
|
2022
Q4 | $412K | Buy |
18,056
+50
| +0.3% | +$1.14K | 0.25% | 69 |
|
|
2022
Q3 | $408K | Sell |
18,006
-80
| -0.4% | -$1.91K | 0.27% | 68 |
|
|
2022
Q2 | $440K | Buy |
18,086
+680
| +4% | +$16.5K | 0.25% | 70 |
|
|
2022
Q1 | $425K | Sell |
17,406
-1,320
| -7% | -$34.3K | 0.24% | 70 |
|
|
2021
Q4 | $505K | Sell |
18,726
-312
| -2% | -$8.43K | 0.24% | 69 |
|
|
2021
Q3 | $516K | Buy |
+19,038
| New | +$522K | 0.27% | 66 |
|
|
2021
Q1 | – | Sell |
-19,056
| Closed | -$534K | – | 114 |
|
|
2020
Q4 | $534K | Buy |
+19,056
| New | +$533K | 0.52% | 52 |
|
|
2020
Q3 | – | Sell |
-17,914
| Closed | -$504K | – | 104 |
|
|
2020
Q2 | $504K | Buy |
17,914
+1,242
| +7% | +$34.6K | 0.4% | 51 |
|
|
2020
Q1 | $452K | Buy |
16,672
+6,326
| +61% | +$171K | 0.44% | 49 |
|
|
2019
Q4 | $262K | Sell |
10,346
-5,564
| -35% | -$149K | 0.22% | 66 |
|
|
2019
Q3 | $428K | Buy |
15,910
+658
| +4% | +$17.6K | 0.31% | 55 |
|
|
2019
Q2 | $404K | Buy |
15,252
+696
| +5% | +$18.1K | 0.33% | 57 |
|
|
2019
Q1 | $378K | Buy |
14,556
+1,584
| +12% | +$40.4K | 0.3% | 62 |
|
|
2018
Q4 | $328K | Buy |
12,972
+1,316
| +11% | +$32.9K | 0.28% | 62 |
|
|
2018
Q3 | $293K | Buy |
11,656
+170
| +1% | +$4.29K | 0.2% | 68 |
|
|
2018
Q2 | $291K | Buy |
11,486
+190
| +2% | +$4.8K | 0.22% | 68 |
|
|
2018
Q1 | $288K | Buy |
11,296
+740
| +7% | +$18.9K | 0.21% | 66 |
|
|
2017
Q4 | $275K | Buy |
10,556
+1,472
| +16% | +$38.4K | 0.21% | 66 |
|
|
2017
Q3 | $238K | Buy |
9,084
+1,264
| +16% | +$33.1K | 0.19% | 71 |
|
|
2017
Q2 | $204K | Buy |
+7,820
| New | +$204K | 0.15% | 72 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
GS Investments's SCHZ Position: Q1 2026 in Review
GS Investments held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 10,608 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #70.
GS Investments first reported a position in SCHZ in Q2 2017 and has held it in 33 quarters since. The position peaked at $534K in Q4 2020. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- GS Investments held 10,608 shares of Schwab US Aggregate Bond ETF worth $246K as of Q1 2026.
- GS Investments left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
- Schwab US Aggregate Bond ETF made up 0.14% of GS Investments's portfolio in Q1 2026, its #70 holding.
- GS Investments first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 33 quarters since.
- GS Investments's Schwab US Aggregate Bond ETF position peaked at $534K in Q4 2020.
- 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.