HFA
SCHZ icon

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

High Falls 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
2025
Q2 		– Sell
-9,210
Closed -$213K – 151
2025
Q1 		$213K Buy
+9,210
New +$211K 0.05% 120
2024
Q2 		– Sell
-9,522
Closed -$219K – 131
2024
Q1 		$219K Buy
+9,522
New +$219K 0.06% 113

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

High Falls Advisors's SCHZ Position: Q2 2025 in Review

High Falls Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 9,210 shares — an estimated $213K sold.

High Falls Advisors first reported a position in SCHZ in Q1 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 644 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • High Falls Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • High Falls Advisors sold 9,210 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $213K.
  • High Falls Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • High Falls Advisors's Schwab US Aggregate Bond ETF position peaked at $219K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on High Falls Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.