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Index Fund Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Index Fund Advisors’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 		$337K Buy
14,506
+3,566
+33% +$83.5K 0.02% 98
2025
Q4 		$256K Buy
+10,940
New +$257K 0.01% 132
2025
Q3 		– Sell
-8,832
Closed -$205K – 156
2025
Q2 		$205K Buy
8,832
+89
+1% +$2.04K 0.01% 142
2025
Q1 		$202K Sell
8,743
-1,245
-12% -$28.5K 0.01% 95
2024
Q4 		$227K Buy
9,988
+130
+1% +$3K 0.01% 99
2024
Q3 		$234K Sell
9,858
-20
-0.2% -$468 0.01% 97
2024
Q2 		$225K Sell
9,878
-156
-2% -$3.54K 0.01% 87
2024
Q1 		$231K Sell
10,034
-6,696
-40% -$154K 0.01% 88
2023
Q4 		$390K Buy
16,730
+204
+1% +$4.56K 0.02% 60
2023
Q3 		$365K Buy
16,526
+138
+0.8% +$3.13K 0.02% 66
2023
Q2 		$378K Sell
16,388
-124
-0.8% -$2.88K 0.02% 61
2023
Q1 		$387K Sell
16,512
-142
-0.9% -$3.3K 0.03% 61
2022
Q4 		$380K Buy
16,654
+154
+0.9% +$3.51K 0.03% 58
2022
Q3 		$374K Buy
16,500
+5,858
+55% +$139K 0.03% 58
2022
Q2 		$255K Sell
10,642
-5,688
-35% -$138K 0.02% 77
2022
Q1 		$413K Buy
16,330
+38
+0.2% +$987 0.03% 65
2021
Q4 		$439K Buy
+16,292
New +$440K 0.03% 67

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

Index Fund Advisors's SCHZ Position: Q1 2026 in Review

Index Fund Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 33% in Q1 2026, buying an estimated $83.5K and bringing the position to 14,506 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #98.

Index Fund Advisors first reported a position in SCHZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $439K in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Index Fund Advisors held 14,506 shares of Schwab US Aggregate Bond ETF worth $337K as of Q1 2026.
  • Index Fund Advisors bought 3,566 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $83.5K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Index Fund Advisors's portfolio in Q1 2026, its #98 holding.
  • Index Fund Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Index Fund Advisors's Schwab US Aggregate Bond ETF position peaked at $439K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.