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

Inspire 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 		$204K Buy
8,777
+154
+2% +$3.6K 0.02% 626
2025
Q4 		$202K Buy
+8,623
New +$202K 0.02% 507
2025
Q2 		– Sell
-8,817
Closed -$204K – 555
2025
Q1 		$204K Sell
8,817
-61
-0.7% -$1.4K 0.02% 408
2024
Q4 		$202K Buy
8,878
+52
+0.6% +$1.2K 0.02% 374
2024
Q3 		$210K Buy
+8,826
New +$207K 0.03% 375

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 $4.02B AUM 20% 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

Inspire Advisors's SCHZ Position: Q1 2026 in Review

Inspire Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q1 2026, buying an estimated $3.6K and bringing the position to 8,777 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #626.

Inspire Advisors first reported a position in SCHZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $210K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Inspire Advisors held 8,777 shares of Schwab US Aggregate Bond ETF worth $204K as of Q1 2026.
  • Inspire Advisors bought 154 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.6K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #626 holding.
  • Inspire Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Inspire Advisors's Schwab US Aggregate Bond ETF position peaked at $210K in Q3 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.