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HRT Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HRT 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
Q2 		$1.32M Buy
+57,160
New +$1.32M ﹤0.01% 1995
2025
Q4 		– Sell
-36,868
Closed -$865K – 3930
2025
Q3 		$865K Sell
36,868
-13,396
-27% -$311K ﹤0.01% 1602
2025
Q2 		$1.17M Buy
50,264
+14,582
+41% +$335K 0.01% 1192
2025
Q1 		$826K Buy
+35,682
New +$817K 0.01% 1207
2023
Q4 		– Sell
-13,958
Closed -$308K – 2987
2023
Q3 		$308K Buy
+13,958
New +$316K ﹤0.01% 1647
2022
Q4 		– Sell
-116,224
Closed -$2.63M – 3049
2022
Q3 		$2.63M Buy
116,224
+94,420
+433% +$2.25M 0.03% 510
2022
Q2 		$521K Sell
21,804
-44,766
-67% -$1.08M 0.01% 1443
2022
Q1 		$1.68M Buy
+66,570
New +$1.73M 0.01% 718
2021
Q4 		– Sell
-15,622
Closed -$423K – 3968
2021
Q3 		$423K Buy
+15,622
New +$428K ﹤0.01% 2155
2020
Q3 		– Sell
-12,518
Closed -$352K – 2290
2020
Q2 		$352K Sell
12,518
-32,088
-72% -$893K 0.01% 920
2020
Q1 		$1.21M Buy
+44,606
New +$1.2M 0.08% 226

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

HRT Financial's SCHZ Position: Q2 2026 in Review

HRT Financial opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 57,160 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings. This is a return to the name: HRT Financial previously reported a position in SCHZ as recently as Q3 2025.

HRT Financial first reported a position in SCHZ in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.63M in Q3 2022. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • HRT Financial held 57,160 shares of Schwab US Aggregate Bond ETF worth $1.32M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new HRT Financial position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1995 holding.
  • HRT Financial first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • HRT Financial's Schwab US Aggregate Bond ETF position peaked at $2.63M in Q3 2022.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.