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Keebeck Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keebeck Wealth Management’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 		$286K Sell
12,327
-1,112
-8% -$26K 0.03% 337
2025
Q4 		$314K Sell
13,439
-221
-2% -$5.19K 0.04% 286
2025
Q3 		$321K Buy
13,660
+1,532
+13% +$35.6K 0.04% 290
2025
Q2 		$282K Sell
12,128
-846
-7% -$19.4K 0.04% 290
2025
Q1 		$300K Buy
12,974
+2,426
+23% +$55.6K 0.04% 216
2024
Q4 		$239K Hold
10,548
– – 0.03% 242
2024
Q3 		$251K Hold
10,548
– – 0.04% 224
2024
Q2 		$240K Buy
10,548
+790
+8% +$17.9K 0.04% 237
2024
Q1 		$224K Hold
9,758
– – 0.03% 259
2023
Q4 		$227K Buy
+9,758
New +$218K 0.04% 248

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

Keebeck Wealth Management's SCHZ Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.3% in Q1 2026, selling an estimated $26K and leaving 12,327 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #337.

Keebeck Wealth Management first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $321K in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Keebeck Wealth Management held 12,327 shares of Schwab US Aggregate Bond ETF worth $286K as of Q1 2026.
  • Keebeck Wealth Management sold 1,112 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $26K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Keebeck Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Keebeck Wealth Management's Schwab US Aggregate Bond ETF position peaked at $321K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.