Jim Simons
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Jim Simons’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jim Simons’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 		$2.64M Buy
+113,600
New +$2.66M ﹤0.01% 1729
2024
Q4 		– Sell
-95,200
Closed -$2.26M – 3873
2024
Q3 		$2.26M Buy
+95,200
New +$2.23M ﹤0.01% 1936
2023
Q1 		– Sell
-95,000
Closed -$2.17M – 4335
2022
Q4 		$2.17M Buy
+95,000
New +$2.16M ﹤0.01% 2019
2022
Q3 		– Sell
-106,200
Closed -$2.54M – 4361
2022
Q2 		$2.54M Buy
+106,200
New +$2.57M ﹤0.01% 2018
2021
Q3 		– Sell
-95,064
Closed -$2.6M – 3796
2021
Q2 		$2.6M Sell
95,064
-151,136
-61% -$4.1M ﹤0.01% 2073
2021
Q1 		$6.64M Sell
246,200
-30,000
-11% -$824K 0.01% 1479
2020
Q4 		$7.74M Buy
276,200
+171,600
+164% +$4.8M 0.01% 1330
2020
Q3 		$2.93M Sell
104,600
-114,000
-52% -$3.22M ﹤0.01% 1892
2020
Q2 		$6.15M Buy
218,600
+140,400
+180% +$3.91M 0.01% 1513
2020
Q1 		$2.12M Buy
78,200
+37,844
+94% +$1.02M ﹤0.01% 2019
2019
Q4 		$1.08M Buy
40,356
+16,756
+71% +$449K ﹤0.01% 2589
2019
Q3 		$635K Buy
23,600
+13,600
+136% +$364K ﹤0.01% 2777
2019
Q2 		$265K Buy
+10,000
New +$260K ﹤0.01% 3222
2018
Q3 		– Sell
-107,350
Closed -$2.72M – 3538
2018
Q2 		$2.72M Buy
+107,350
New +$2.71M ﹤0.01% 2117
2018
Q1 		– Sell
-47,624
Closed -$1.24M – 3548
2017
Q4 		$1.24M Buy
+47,624
New +$1.24M ﹤0.01% 2583

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's SCHZ Position: Q1 2026 in Review

Jim Simons opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 113,600 shares worth $2.64M. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Jim Simons previously reported a position in SCHZ as recently as Q3 2024.

Jim Simons first reported a position in SCHZ in Q4 2017 and has held it in 15 quarters since. The position peaked at $7.74M in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Jim Simons held 113,600 shares of Schwab US Aggregate Bond ETF worth $2.64M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Jim Simons position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1729 holding.
  • Jim Simons first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • Jim Simons's Schwab US Aggregate Bond ETF position peaked at $7.74M in Q4 2020.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.