Jeff Yass’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-32,621
| Closed | -$757K | – | 14394 |
|
|
2026
Q1 | $757K | Buy |
+32,621
| New | +$763K | ﹤0.01% | 8611 |
|
|
2025
Q3 | – | Sell |
-186,117
| Closed | -$4.33M | – | 13707 |
|
|
2025
Q2 | $4.33M | Buy |
186,117
+169,696
| +1,033% | +$3.89M | ﹤0.01% | 4252 |
|
|
2025
Q1 | $380K | Sell |
16,421
-41,515
| -72% | -$951K | ﹤0.01% | 9521 |
|
|
2024
Q4 | $1.32M | Buy |
+57,936
| New | +$1.34M | ﹤0.01% | 6289 |
|
|
2024
Q3 | – | Sell |
-29,822
| Closed | -$680K | – | 12915 |
|
|
2024
Q2 | $680K | Buy |
29,822
+9,230
| +45% | +$209K | ﹤0.01% | 7502 |
|
|
2024
Q1 | $474K | Buy |
20,592
+952
| +5% | +$21.9K | ﹤0.01% | 8634 |
|
|
2023
Q4 | $458K | Buy |
+19,640
| New | +$439K | ﹤0.01% | 8891 |
|
|
2023
Q3 | – | Sell |
-35,622
| Closed | -$822K | – | 12860 |
|
|
2023
Q2 | $822K | Sell |
35,622
-2,914,328
| -99% | -$67.8M | ﹤0.01% | 7133 |
|
|
2023
Q1 | $69.2M | Buy |
+2,949,950
| New | +$68.6M | 0.01% | 770 |
|
|
2022
Q4 | – | Sell |
-241,028
| Closed | -$5.49M | – | 13536 |
|
|
2022
Q3 | $5.46M | Buy |
241,028
+149,934
| +165% | +$3.57M | ﹤0.01% | 3026 |
|
|
2022
Q2 | $2.18M | Buy |
91,094
+6,084
| +7% | +$147K | ﹤0.01% | 4731 |
|
|
2022
Q1 | $2.15M | Buy |
+85,010
| New | +$2.21M | ﹤0.01% | 5319 |
|
|
2021
Q4 | – | Sell |
-22,456
| Closed | -$609K | – | 13811 |
|
|
2021
Q3 | $609K | Buy |
+22,456
| New | +$616K | ﹤0.01% | 8881 |
|
|
2021
Q2 | – | Sell |
-18,732
| Closed | -$505K | – | 13180 |
|
|
2021
Q1 | $505K | Sell |
18,732
-101,154
| -84% | -$2.78M | ﹤0.01% | 9451 |
|
|
2020
Q4 | $3.36M | Sell |
119,886
-14,838
| -11% | -$415K | ﹤0.01% | 4118 |
|
|
2020
Q3 | $3.78M | Sell |
134,724
-23,772
| -15% | -$670K | ﹤0.01% | 3482 |
|
|
2020
Q2 | $4.46M | Buy |
158,496
+51,618
| +48% | +$1.44M | ﹤0.01% | 3162 |
|
|
2020
Q1 | $2.9M | Buy |
+106,878
| New | +$2.89M | ﹤0.01% | 3338 |
|
|
2019
Q2 | – | Sell |
-362,630
| Closed | -$9.41M | – | 10757 |
|
|
2019
Q1 | $9.41M | Buy |
362,630
+140,696
| +63% | +$3.59M | ﹤0.01% | 1793 |
|
|
2018
Q4 | $5.61M | Buy |
221,934
+150,510
| +211% | +$3.76M | ﹤0.01% | 2157 |
|
|
2018
Q3 | $1.8M | Buy |
71,424
+62,792
| +727% | +$1.59M | ﹤0.01% | 4174 |
|
|
2018
Q2 | $219K | Buy |
+8,632
| New | +$218K | ﹤0.01% | 8454 |
|
|
2018
Q1 | – | Sell |
-102,384
| Closed | -$2.66M | – | 10069 |
|
|
2017
Q4 | $2.66M | Sell |
102,384
-64,568
| -39% | -$1.68M | ﹤0.01% | 3425 |
|
|
2017
Q3 | $4.37M | Buy |
+166,952
| New | +$4.38M | ﹤0.01% | 2669 |
|
|
2017
Q2 | – | Sell |
-52,884
| Closed | -$1.37M | – | 9750 |
|
|
2017
Q1 | $1.37M | Buy |
52,884
+12,754
| +32% | +$329K | ﹤0.01% | 4468 |
|
|
2016
Q4 | $1.03M | Buy |
40,130
+31,424
| +361% | +$822K | ﹤0.01% | 5469 |
|
|
2016
Q3 | $234K | Sell |
8,706
-1,162,068
| -99% | -$31.2M | ﹤0.01% | 7327 |
|
|
2016
Q2 | $31.4M | Buy |
1,170,774
+1,142,180
| +3,994% | +$30.3M | 0.02% | 716 |
|
|
2016
Q1 | $755K | Buy |
+28,594
| New | +$746K | ﹤0.01% | 5649 |
|
|
2015
Q4 | – | Sell |
-57,334
| Closed | -$1.5M | – | 9897 |
|
|
2015
Q3 | $1.5M | Sell |
57,334
-170,590
| -75% | -$4.42M | ﹤0.01% | 4884 |
|
|
2015
Q2 | $5.9M | Buy |
+227,924
| New | +$5.96M | ﹤0.01% | 2668 |
|
|
2014
Q4 | – | Sell |
-17,424
| Closed | -$451K | – | 10032 |
|
|
2014
Q3 | $451K | Buy |
+17,424
| New | +$451K | ﹤0.01% | 7396 |
|
|
2014
Q2 | – | Sell |
-18,342
| Closed | -$469K | – | 10064 |
|
|
2014
Q1 | $469K | Buy |
+18,342
| New | +$468K | ﹤0.01% | 6838 |
|
|
2013
Q3 | – | Sell |
-39,540
| Closed | -$999K | – | 8726 |
|
|
2013
Q2 | $999K | Buy |
+39,540
| New | +$1.03M | ﹤0.01% | 4997 |
|
Other funds holding SCHZ
Jeff Yass's SCHZ Position: Q2 2026 in Review
Jeff Yass sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 32,621 shares — an estimated $757K sold.
Jeff Yass first reported a position in SCHZ in Q2 2013 and held it in 34 quarters. The position peaked at $69.2M in Q1 2023. 676 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Jeff Yass reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
- Jeff Yass sold 32,621 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $757K.
- Jeff Yass first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 34 quarters.
- Jeff Yass's Schwab US Aggregate Bond ETF position peaked at $69.2M in Q1 2023.
- 676 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.