KV
SCHZ icon

Kickstand Ventures’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kickstand Ventures’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 		$9.51M Sell
409,603
-74,580
-15% -$1.75M 2% 11
2025
Q4 		$11.3M Sell
484,183
-4,159
-0.9% -$97.7K 2.38% 9
2025
Q3 		$11.5M Buy
488,342
+23,665
+5% +$550K 2.52% 9
2025
Q2 		$10.8M Sell
464,677
-48,745
-9% -$1.12M 2.52% 10
2025
Q1 		$11.9M Sell
513,422
-12,070
-2% -$276K 3.06% 9
2024
Q4 		$11.9M Buy
525,492
+23,428
+5% +$541K 3.05% 10
2024
Q3 		$11.9M Buy
502,064
+22,430
+5% +$525K 3.04% 11
2024
Q2 		$10.9M Buy
479,634
+71,458
+18% +$1.62M 2.99% 12
2024
Q1 		$9.39M Buy
408,176
+11,110
+3% +$255K 2.66% 13
2023
Q4 		$9.26M Buy
397,066
+122,376
+45% +$2.74M 2.66% 12
2023
Q3 		$6.07M Buy
+274,690
New +$6.23M 1.88% 15

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CST
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Carson Wealth (CWM LLC)
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HighTower Advisors
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KBFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return