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HC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HC 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
2026
Q1 		$5.29M Buy
227,649
+31,971
+16% +$748K 3.54% 9
2025
Q4 		$4.57M Buy
195,678
+10,260
+6% +$241K 3.16% 10
2025
Q3 		$4.35M Sell
185,418
-3,314
-2% -$77K 3.06% 11
2025
Q2 		$4.39M Buy
188,732
+1,810
+1% +$41.5K 3.1% 11
2025
Q1 		$4.33M Buy
186,922
+11,538
+7% +$264K 3.24% 10
2024
Q4 		$3.98M Sell
175,384
-16
-0% -$370 3.2% 10
2024
Q3 		$4.17M Buy
175,400
+20,476
+13% +$479K 3.43% 11
2024
Q2 		$3.53M Sell
154,924
-4,046
-3% -$91.7K 3.26% 11
2024
Q1 		$3.66M Buy
158,970
+9,584
+6% +$220K 1.74% 13
2023
Q4 		$3.48M Buy
149,386
+7,874
+6% +$176K 1.95% 12
2023
Q3 		$3.13M Buy
141,512
+2,522
+2% +$57.2K 1.86% 15
2023
Q2 		$3.21M Sell
138,990
-18,760
-12% -$437K 1.86% 15
2023
Q1 		$3.7M Buy
157,750
+82,626
+110% +$1.92M 2.29% 14
2022
Q4 		$1.71M Sell
75,124
-3,880
-5% -$88.3K 1.17% 20
2022
Q3 		$1.79M Sell
79,004
-5,528
-7% -$132K 1.23% 21
2022
Q2 		$2.02M Sell
84,532
-282
-0.3% -$6.83K 1.44% 18
2022
Q1 		$2.15M Buy
84,814
+4,026
+5% +$105K 1.36% 18
2021
Q4 		$2.18M Buy
80,788
+2,344
+3% +$63.4K 1.34% 18
2021
Q3 		$2.13M Buy
78,444
+2,612
+3% +$71.6K 1.4% 16
2021
Q2 		$2.07M Buy
75,832
+4,474
+6% +$121K 1.27% 17
2021
Q1 		$1.93M Buy
71,358
+10,354
+17% +$284K 1.24% 17
2020
Q4 		$1.71M Sell
61,004
-2,860
-4% -$80K 1.17% 17
2020
Q3 		$1.79M Buy
63,864
+24,988
+64% +$705K 1.44% 16
2020
Q2 		$1.09M Buy
+38,876
New +$1.08M 0.91% 26
2020
Q1 		– Sell
-27,898
Closed -$745K – 57
2019
Q4 		$745K Buy
+27,898
New +$748K 0.77% 28

Other funds holding SCHZ

JP Morgan Chase
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 $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

HC Advisors's SCHZ Position: Q1 2026 in Review

HC Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q1 2026, buying an estimated $748K and bringing the position to 227,649 shares worth $5.29M. The position accounts for 3.54% of the portfolio, ranked #9.

HC Advisors first reported a position in SCHZ in Q4 2019 and has held it in 25 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • HC Advisors held 227,649 shares of Schwab US Aggregate Bond ETF worth $5.29M as of Q1 2026.
  • HC Advisors bought 31,971 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $748K.
  • Schwab US Aggregate Bond ETF made up 3.54% of HC Advisors's portfolio in Q1 2026, its #9 holding.
  • HC Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.