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GS
GTS Securities’s
Schwab US Aggregate Bond ETF
SCHZ
Stock Holding History
GTS Securities’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
-10,564
Closed
-$248K
–
1739
2025
Q3
$248K
Sell
10,564
-11,058
-51%
-$257K
0.01%
1164
2025
Q2
$502K
Buy
+21,622
New
+$496K
0.02%
658
2024
Q4
–
Sell
-172,502
Closed
-$4.1M
–
3737
2024
Q3
$4.1M
Buy
+172,502
New
+$4.04M
0.08%
1020
Other funds holding SCHZ
JP Morgan Chase
New York
$1.47T 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
$431B 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
$94.2B AUM
21.24%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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