HBW
SCHZ icon

Hazlett, Burt & Watson’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-56
Closed -$1K – 831
2024
Q4 		$1K Hold
56
– – ﹤0.01% 740
2024
Q3 		$1K Hold
56
– – ﹤0.01% 710
2024
Q2 		$1K Hold
56
– – ﹤0.01% 690
2024
Q1 		$1K Hold
56
– – ﹤0.01% 689
2023
Q4 		$1K Hold
56
– – ﹤0.01% 666
2023
Q3 		$1K Buy
+56
New +$1.27K ﹤0.01% 697

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hazlett, Burt & Watson's SCHZ Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 56 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in SCHZ in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q4 2024. 646 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 56 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 6 quarters.
  • Hazlett, Burt & Watson's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.