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Kestra Private Wealth Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kestra Private Wealth Services’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 		$534K Sell
22,994
-842
-4% -$19.7K 0.01% 1168
2025
Q4 		$557K Sell
23,836
-2,334
-9% -$54.8K 0.01% 1108
2025
Q3 		$614K Sell
26,170
-4,396
-14% -$102K 0.01% 1002
2025
Q2 		$710K Buy
30,566
+8,183
+37% +$188K 0.01% 882
2025
Q1 		$518K Buy
22,383
+609
+3% +$13.9K 0.01% 936
2024
Q4 		$494K Buy
21,774
+334
+2% +$7.72K 0.01% 922
2024
Q3 		$509K Buy
21,440
+154
+0.7% +$3.61K 0.01% 866
2024
Q2 		$485K Sell
21,286
-658
-3% -$14.9K 0.01% 847
2024
Q1 		$505K Sell
21,944
-1,056
-5% -$24.3K 0.01% 793
2023
Q4 		$536K Buy
23,000
+2,528
+12% +$56.6K 0.01% 701
2023
Q3 		$453K Buy
+20,472
New +$464K 0.01% 706

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

Kestra Private Wealth Services's SCHZ Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.5% in Q1 2026, selling an estimated $19.7K and leaving 22,994 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1168.

Kestra Private Wealth Services first reported a position in SCHZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $710K in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Kestra Private Wealth Services held 22,994 shares of Schwab US Aggregate Bond ETF worth $534K as of Q1 2026.
  • Kestra Private Wealth Services sold 842 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $19.7K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1168 holding.
  • Kestra Private Wealth Services first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Schwab US Aggregate Bond ETF position peaked at $710K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.