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Hutchens & Kramer Investment Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q2 		– Sell
-23,696
Closed -$549K – 173
2025
Q1 		$549K Sell
23,696
-188
-0.8% -$4.31K 0.3% 64
2024
Q4 		$542K Buy
23,884
+2,436
+11% +$56.3K 0.29% 66
2024
Q3 		$510K Buy
+21,448
New +$502K 0.28% 69

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 $3.64B AUM 14.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHZ Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 23,696 shares — an estimated $549K sold.

Hutchens & Kramer Investment Management Group first reported a position in SCHZ in Q3 2024 and held it in 3 quarters. The position peaked at $549K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Hutchens & Kramer Investment Management Group reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 23,696 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $549K.
  • Hutchens & Kramer Investment Management Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's Schwab US Aggregate Bond ETF position peaked at $549K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.