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Integrity Alliance’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Integrity Alliance’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 		$3.13M Buy
134,724
+10,122
+8% +$237K 0.12% 150
2025
Q4 		$2.91M Buy
124,602
+36,969
+42% +$868K 0.11% 162
2025
Q3 		$2.06M Buy
87,633
+13,302
+18% +$309K 0.1% 165
2025
Q2 		$1.73M Sell
74,331
-1,062,422
-93% -$24.4M 0.09% 155
2025
Q1 		$26.3M Buy
1,136,753
+176,475
+18% +$4.04M 1.04% 25
2024
Q4 		$21.8M Buy
+960,278
New +$22.2M 2.36% 11

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

Integrity Alliance's SCHZ Position: Q1 2026 in Review

Integrity Alliance increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.1% in Q1 2026, buying an estimated $237K and bringing the position to 134,724 shares worth $3.13M. The position accounts for 0.12% of the portfolio, ranked #150.

Integrity Alliance first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.3M in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Integrity Alliance held 134,724 shares of Schwab US Aggregate Bond ETF worth $3.13M as of Q1 2026.
  • Integrity Alliance bought 10,122 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $237K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Integrity Alliance's portfolio in Q1 2026, its #150 holding.
  • Integrity Alliance first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Integrity Alliance's Schwab US Aggregate Bond ETF position peaked at $26.3M in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.