Ken Griffin
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Ken Griffin’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ken Griffin’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 		$2.49M Buy
+107,291
New +$2.51M ﹤0.01% 5631
2025
Q4 		– Sell
-102,569
Closed -$2.41M – 13907
2025
Q3 		$2.41M Buy
+102,569
New +$2.38M ﹤0.01% 5690
2025
Q2 		– Sell
-81,376
Closed -$1.88M – 14761
2025
Q1 		$1.88M Sell
81,376
-255,325
-76% -$5.85M ﹤0.01% 5644
2024
Q4 		$7.64M Buy
336,701
+250,383
+290% +$5.78M ﹤0.01% 3327
2024
Q3 		$2.05M Sell
86,318
-24,656
-22% -$577K ﹤0.01% 5479
2024
Q2 		$2.53M Buy
110,974
+88,902
+403% +$2.01M ﹤0.01% 4884
2024
Q1 		$508K Sell
22,072
-37,586
-63% -$864K ﹤0.01% 8367
2023
Q4 		$1.39M Sell
59,658
-52,034
-47% -$1.16M ﹤0.01% 6028
2023
Q3 		$2.47M Buy
111,692
+93,564
+516% +$2.12M ﹤0.01% 4841
2023
Q2 		$418K Sell
18,128
-57,298
-76% -$1.33M ﹤0.01% 8327
2023
Q1 		$1.77M Sell
75,426
-61,890
-45% -$1.44M ﹤0.01% 5623
2022
Q4 		$3.13M Sell
137,316
-75,888
-36% -$1.73M ﹤0.01% 4684
2022
Q3 		$4.83M Sell
213,204
-539,112
-72% -$12.8M ﹤0.01% 3930
2022
Q2 		$18M Buy
+752,316
New +$18.2M ﹤0.01% 1955
2021
Q4 		– Sell
-277,048
Closed -$7.52M – 14649
2021
Q3 		$7.52M Buy
+277,048
New +$7.6M ﹤0.01% 3559
2021
Q2 		– Sell
-852,858
Closed -$23M – 14329
2021
Q1 		$23M Buy
852,858
+530,390
+164% +$14.6M 0.01% 1789
2020
Q4 		$9.03M Buy
+322,468
New +$9.02M ﹤0.01% 2783
2020
Q1 		– Sell
-21,756
Closed -$581K – 10095
2019
Q4 		$581K Buy
+21,756
New +$583K ﹤0.01% 6584
2019
Q2 		– Sell
-107,398
Closed -$2.79M – 9765
2019
Q1 		$2.79M Buy
107,398
+61,724
+135% +$1.57M ﹤0.01% 3891
2018
Q4 		$1.16M Buy
+45,674
New +$1.14M ﹤0.01% 5080
2018
Q2 		– Sell
-254,182
Closed -$6.48M – 9236
2018
Q1 		$6.48M Buy
+254,182
New +$6.5M ﹤0.01% 2171

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

Ken Griffin's SCHZ Position: Q1 2026 in Review

Ken Griffin opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 107,291 shares worth $2.49M. The stake represents ﹤0.01% of the portfolio and ranks #5631 among its holdings. This is a return to the name: Ken Griffin previously reported a position in SCHZ as recently as Q3 2025.

Ken Griffin first reported a position in SCHZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $23M in Q1 2021. 667 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ken Griffin held 107,291 shares of Schwab US Aggregate Bond ETF worth $2.49M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Ken Griffin position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5631 holding.
  • Ken Griffin first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • Ken Griffin's Schwab US Aggregate Bond ETF position peaked at $23M in Q1 2021.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.