HighTower Advisors
SCHZ icon

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

HighTower 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 		$104M Buy
4,491,138
+373,196
+9% +$8.73M 0.11% 185
2025
Q4 		$96.2M Buy
4,117,942
+304,989
+8% +$7.16M 0.11% 195
2025
Q3 		$89.5M Buy
3,812,953
+161,354
+4% +$3.75M 0.1% 204
2025
Q2 		$84.9M Buy
3,651,599
+465,002
+15% +$10.7M 0.11% 202
2025
Q1 		$73.8M Buy
3,186,597
+95,060
+3% +$2.18M 0.1% 213
2024
Q4 		$70.2M Buy
3,091,537
+181,753
+6% +$4.2M 0.1% 221
2024
Q3 		$69.1M Buy
2,909,784
+198,784
+7% +$4.65M 0.1% 223
2024
Q2 		$61.8M Sell
2,711,000
-119,020
-4% -$2.7M 0.1% 223
2024
Q1 		$65.1M Buy
2,830,020
+86,766
+3% +$1.99M 0.11% 210
2023
Q4 		$63.9M Buy
2,743,254
+19,346
+0.7% +$433K 0.11% 206
2023
Q3 		$60.2M Buy
2,723,908
+655,720
+32% +$14.9M 0.11% 192
2023
Q2 		$47.7M Buy
2,068,188
+29,232
+1% +$680K 0.09% 227
2023
Q1 		$47.8M Buy
2,038,956
+228,922
+13% +$5.33M 0.1% 213
2022
Q4 		$41.3M Buy
1,810,034
+56,948
+3% +$1.3M 0.09% 239
2022
Q3 		$39.7M Sell
1,753,086
-238,820
-12% -$5.69M 0.11% 206
2022
Q2 		$47.7M Sell
1,991,906
-78,494
-4% -$1.9M 0.12% 178
2022
Q1 		$52.3M Sell
2,070,400
-1,939,228
-48% -$50.4M 0.12% 179
2021
Q4 		$108M Buy
4,009,628
+1,705,228
+74% +$46.1M 0.24% 100
2021
Q3 		$62.5M Buy
2,304,400
+172,178
+8% +$4.72M 0.17% 133
2021
Q2 		$58.2M Buy
2,132,222
+356,278
+20% +$9.67M 0.17% 128
2021
Q1 		$47.9M Buy
1,775,944
+195,166
+12% +$5.36M 0.15% 143
2020
Q4 		$44.3M Buy
1,580,778
+474,476
+43% +$13.3M 0.18% 114
2020
Q3 		$31M Buy
1,106,302
+61,358
+6% +$1.73M 0.15% 141
2020
Q2 		$29.4M Buy
1,044,944
+116,378
+13% +$3.24M 0.16% 140
2020
Q1 		$25.2M Buy
928,566
+41,978
+5% +$1.13M 0.16% 135
2019
Q4 		$23.7M Buy
886,588
+104,460
+13% +$2.8M 0.14% 166
2019
Q3 		$21.1M Sell
782,128
-20,896
-3% -$559K 0.11% 186
2019
Q2 		$21.3M Buy
803,024
+137,774
+21% +$3.58M 0.13% 170
2019
Q1 		$17.3M Buy
665,250
+35,150
+6% +$897K 0.12% 188
2018
Q4 		$15.9M Sell
630,100
-391,964
-38% -$9.79M 0.12% 179
2018
Q3 		$25.7M Buy
1,022,064
+23,088
+2% +$583K 0.19% 105
2018
Q2 		$25.3M Buy
998,976
+54,886
+6% +$1.39M 0.2% 100
2018
Q1 		$24.1M Buy
944,090
+387,712
+70% +$9.92M 0.2% 108
2017
Q4 		$14.5M Buy
556,378
+19,846
+4% +$518K 0.12% 185
2017
Q3 		$14M Buy
536,532
+47,314
+10% +$1.24M 0.12% 179
2017
Q2 		$12.8M Buy
489,218
+25,502
+5% +$665K 0.11% 190
2017
Q1 		$12M Buy
463,716
+22,660
+5% +$585K 0.11% 176
2016
Q4 		$11.3M Sell
441,056
-208,274
-32% -$5.45M 0.12% 175
2016
Q3 		$17.4M Buy
649,330
+36,832
+6% +$988K 0.2% 107
2016
Q2 		$16.5M Buy
612,498
+2,088
+0.3% +$55.3K 0.21% 106
2016
Q1 		$16.1M Buy
610,410
+25,828
+4% +$674K 0.05% 131
2015
Q4 		$15.1M Sell
584,582
-306
-0.1% -$7.93K 0.18% 128
2015
Q3 		$15.2M Sell
584,888
-22,266
-4% -$577K 0.2% 111
2015
Q2 		$15.7M Buy
+607,154
New +$15.9M 0.25% 85

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors's SCHZ Position: Q1 2026 in Review

HighTower Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.1% in Q1 2026, buying an estimated $8.73M and bringing the position to 4,491,138 shares worth $104M. The position accounts for 0.11% of the portfolio, ranked #185.

HighTower Advisors first reported a position in SCHZ in Q2 2015 and has held it in 44 quarters since. The position peaked at $108M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • HighTower Advisors held 4,491,138 shares of Schwab US Aggregate Bond ETF worth $104M as of Q1 2026.
  • HighTower Advisors bought 373,196 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $8.73M.
  • Schwab US Aggregate Bond ETF made up 0.11% of HighTower Advisors's portfolio in Q1 2026, its #185 holding.
  • HighTower Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • HighTower Advisors's Schwab US Aggregate Bond ETF position peaked at $108M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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