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IFC & Insurance Marketing’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-21
Closed -$1K – 566
2025
Q4 		$1K Buy
+21
New +$493 ﹤0.01% 710

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IFC & Insurance Marketing's SCHZ Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 21 shares — an estimated $1K sold.

IFC & Insurance Marketing first reported a position in SCHZ in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 673 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 21 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1K.
  • IFC & Insurance Marketing first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.