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HORAN Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HORAN Wealth’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 		$257K Buy
11,076
+96
+0.9% +$2.25K 0.02% 172
2025
Q4 		$257K Sell
10,980
-1,560
-12% -$36.6K 0.04% 153
2025
Q3 		$294K Buy
12,540
+785
+7% +$18.2K 0.05% 156
2025
Q2 		$273K Buy
+11,755
New +$270K 0.08% 101

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

HORAN Wealth's SCHZ Position: Q1 2026 in Review

HORAN Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.87% in Q1 2026, buying an estimated $2.25K and bringing the position to 11,076 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #172.

HORAN Wealth first reported a position in SCHZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • HORAN Wealth held 11,076 shares of Schwab US Aggregate Bond ETF worth $257K as of Q1 2026.
  • HORAN Wealth bought 96 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.25K.
  • Schwab US Aggregate Bond ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #172 holding.
  • HORAN Wealth first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Schwab US Aggregate Bond ETF position peaked at $294K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.