HIF
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Hill Island Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hill Island Financial’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 		$835K Sell
35,981
-866
-2% -$20.3K 0.2% 38
2025
Q4 		$861K Sell
36,847
-4,697
-11% -$110K 0.21% 37
2025
Q3 		$975K Sell
41,544
-4,690
-10% -$109K 0.24% 34
2025
Q2 		$1.07M Sell
46,234
-7,451
-14% -$171K 0.3% 28
2025
Q1 		$1.24M Sell
53,685
-11,099
-17% -$254K 0.36% 24
2024
Q4 		$1.47M Buy
64,784
+1,236
+2% +$28.6K 0.43% 30
2024
Q3 		$1.51M Sell
63,548
-230
-0.4% -$5.38K 0.46% 22
2024
Q2 		$1.45M Buy
63,778
+7,818
+14% +$177K 0.48% 22
2024
Q1 		$1.29M Buy
55,960
+4,364
+8% +$100K 0.43% 23
2023
Q4 		$1.2M Sell
51,596
-9,780
-16% -$219K 0.41% 23
2023
Q3 		$1.36M Sell
61,376
-1,580
-3% -$35.8K 0.54% 21
2023
Q2 		$1.45M Buy
62,956
+2,746
+5% +$63.9K 0.55% 20
2023
Q1 		$1.41M Buy
60,210
+8,854
+17% +$206K 0.57% 20
2022
Q4 		$1.17M Buy
51,356
+12,370
+32% +$282K 0.51% 24
2022
Q3 		$883K Sell
38,986
-546
-1% -$13K 0.41% 23
2022
Q2 		$946K Buy
39,532
+2,636
+7% +$63.8K 0.42% 23
2022
Q1 		$933K Sell
36,896
-10,506
-22% -$273K 0.34% 29
2021
Q4 		$1.28M Buy
+47,402
New +$1.28M 0.46% 24

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 $4.02B AUM 20% 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

Hill Island Financial's SCHZ Position: Q1 2026 in Review

Hill Island Financial reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.4% in Q1 2026, selling an estimated $20.3K and leaving 35,981 shares worth $835K. The position accounts for 0.2% of the portfolio, ranked #38.

Hill Island Financial first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2024. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Hill Island Financial held 35,981 shares of Schwab US Aggregate Bond ETF worth $835K as of Q1 2026.
  • Hill Island Financial sold 866 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $20.3K.
  • Schwab US Aggregate Bond ETF made up 0.2% of Hill Island Financial's portfolio in Q1 2026, its #38 holding.
  • Hill Island Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's Schwab US Aggregate Bond ETF position peaked at $1.51M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.