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Howe & Rusling’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-188
Closed -$4.37K – 488
2025
Q2 		$4.37K Hold
188
– – ﹤0.01% 439
2025
Q1 		$4.36K Buy
+188
New +$4.31K ﹤0.01% 406
2021
Q3 		– Sell
-944
Closed -$26K – 1024
2021
Q2 		$26K Buy
+944
New +$25.6K ﹤0.01% 367
2019
Q1 		– Sell
-114
Closed -$3K – 876
2018
Q4 		$3K Buy
+114
New +$2.85K ﹤0.01% 624
2016
Q4 		– Sell
-16,692
Closed -$448K – 1077
2016
Q3 		$448K Sell
16,692
-6,000
-26% -$161K 0.1% 102
2016
Q2 		$610K Sell
22,692
-370
-2% -$9.81K 0.13% 88
2016
Q1 		$609K Buy
23,062
+370
+2% +$9.66K 0.14% 87
2015
Q4 		$584K Sell
22,692
-224
-1% -$5.8K 0.13% 94
2015
Q3 		$597K Buy
22,916
+28
+0.1% +$726 0.15% 89
2015
Q2 		$592K Buy
22,888
+1,280
+6% +$33.5K 0.13% 105
2015
Q1 		$572K Buy
21,608
+5,544
+35% +$146K 0.13% 104
2014
Q4 		$421K Buy
16,064
+1,632
+11% +$42.6K 0.1% 120
2014
Q3 		$374K Buy
14,432
+32
+0.2% +$829 0.09% 123
2014
Q2 		$374K Buy
14,400
+8,400
+140% +$216K 0.08% 126
2014
Q1 		$153K Buy
+6,000
New +$153K 0.04% 169
2013
Q4 		– Sell
-360
Closed -$9K – 874
2013
Q3 		$9K Hold
360
– – ﹤0.01% 619
2013
Q2 		$9K Buy
+360
New +$9.34K ﹤0.01% 635

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Howe & Rusling's SCHZ Position: Q3 2025 in Review

Howe & Rusling sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 188 shares — an estimated $4.37K sold.

Howe & Rusling first reported a position in SCHZ in Q2 2013 and held it in 17 quarters. The position peaked at $610K in Q2 2016. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Howe & Rusling reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 188 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $4.37K.
  • Howe & Rusling first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 17 quarters.
  • Howe & Rusling's Schwab US Aggregate Bond ETF position peaked at $610K in Q2 2016.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.