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

January Capital 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	$951K	Buy	+40,941	New	+$958K	1.28%	18

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

January Capital Advisors's SCHZ Position: Q1 2026 in Review

January Capital Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 40,941 shares worth $951K. The stake represents 1.28% of the portfolio and ranks #18 among its holdings.

669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

January Capital Advisors held 40,941 shares of Schwab US Aggregate Bond ETF worth $951K as of Q1 2026.
Schwab US Aggregate Bond ETF was a new January Capital Advisors position in Q1 2026.
Schwab US Aggregate Bond ETF made up 1.28% of January Capital Advisors's portfolio in Q1 2026, its #18 holding.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.