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

IHT Wealth Management’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 		$948K Buy
40,846
+27,174
+199% +$636K 0.02% 591
2025
Q4 		$320K Sell
13,672
-12,284
-47% -$288K 0.01% 931
2025
Q3 		$609K Sell
25,956
-664
-2% -$15.4K 0.02% 679
2025
Q2 		$619K Buy
26,620
+2,367
+10% +$54.3K 0.02% 637
2025
Q1 		$562K Sell
24,253
-2,737
-10% -$62.7K 0.02% 635
2024
Q4 		$613K Sell
26,990
-17,754
-40% -$410K 0.02% 620
2024
Q3 		$1.06M Buy
44,744
+16,952
+61% +$397K 0.03% 486
2024
Q2 		$633K Sell
27,792
-5,886
-17% -$133K 0.02% 564
2024
Q1 		$775K Buy
33,678
+4
+0% +$92 0.03% 494
2023
Q4 		$785K Sell
33,674
-272
-0.8% -$6.08K 0.04% 455
2023
Q3 		$751K Sell
33,946
-2,512
-7% -$56.9K 0.04% 421
2023
Q2 		$841K Buy
36,458
+6,712
+23% +$156K 0.04% 380
2023
Q1 		$698K Sell
29,746
-11,138
-27% -$259K 0.04% 404
2022
Q4 		$933K Sell
40,884
-2,418
-6% -$55K 0.06% 314
2022
Q3 		$981K Buy
+43,302
New +$1.03M 0.07% 282
2021
Q4 		– Sell
-7,708
Closed -$209K – 847
2021
Q3 		$209K Sell
7,708
-8,702
-53% -$239K 0.02% 723
2021
Q2 		$448K Buy
16,410
+1,640
+11% +$44.5K 0.03% 564
2021
Q1 		$398K Buy
14,770
+8
+0.1% +$220 0.03% 533
2020
Q4 		$414K Buy
+14,762
New +$413K 0.03% 469
2020
Q2 		– Sell
-8,052
Closed -$218K – 631
2020
Q1 		$218K Sell
8,052
-6,198
-43% -$167K 0.03% 466
2019
Q4 		$381K Buy
+14,250
New +$382K 0.05% 385

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 $3.64B AUM 14.73% 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

IHT Wealth Management's SCHZ Position: Q1 2026 in Review

IHT Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 199% in Q1 2026, buying an estimated $636K and bringing the position to 40,846 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #591.

IHT Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.06M in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • IHT Wealth Management held 40,846 shares of Schwab US Aggregate Bond ETF worth $948K as of Q1 2026.
  • IHT Wealth Management bought 27,174 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $636K.
  • Schwab US Aggregate Bond ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #591 holding.
  • IHT Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • IHT Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.06M in Q3 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.