HCA
SCHZ icon

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

Horan Capital 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
Q1 		$247K Hold
10,653
– – 0.08% 104
2024
Q4 		$242K Buy
+10,653
New +$246K 0.08% 102
2020
Q4 		– Sell
-3,568
Closed -$100K – 245
2020
Q3 		$100K Buy
+3,568
New +$101K 0.06% 116
2020
Q1 		– Sell
-3,428
Closed -$92K – 223
2019
Q4 		$92K Buy
3,428
+200
+6% +$5.36K 0.05% 108
2019
Q3 		$87K Buy
+3,228
New +$86.3K 0.05% 109
2019
Q2 		– Sell
-4,308
Closed -$112K – 213
2019
Q1 		$112K Sell
4,308
-5,560
-56% -$142K 0.07% 96
2018
Q4 		$250K Sell
9,868
-1,266
-11% -$31.6K 0.17% 65
2018
Q3 		$280K Buy
11,134
+220
+2% +$5.56K 0.18% 59
2018
Q2 		$276K Buy
10,914
+440
+4% +$11.1K 0.18% 58
2018
Q1 		$267K Buy
10,474
+1,380
+15% +$35.3K 0.18% 58
2017
Q4 		$237K Sell
9,094
-250
-3% -$6.52K 0.15% 60
2017
Q3 		$245K Sell
9,344
-100
-1% -$2.62K 0.15% 66
2017
Q2 		$247K Buy
9,444
+1,640
+21% +$42.8K 0.17% 65
2017
Q1 		$202K Buy
+7,804
New +$201K 0.14% 66

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
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

Horan Capital Advisors's SCHZ Position: Q1 2025 in Review

Horan Capital Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2025 at 10,653 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #104.

Horan Capital Advisors first reported a position in SCHZ in Q1 2017 and has held it in 14 quarters since. The position peaked at $280K in Q3 2018. 643 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Horan Capital Advisors held 10,653 shares of Schwab US Aggregate Bond ETF worth $247K as of Q1 2025.
  • Horan Capital Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2025.
  • Schwab US Aggregate Bond ETF made up 0.08% of Horan Capital Advisors's portfolio in Q1 2025, its #104 holding.
  • Horan Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 14 quarters since.
  • Horan Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $280K in Q3 2018.
  • 643 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.