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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
Q2 		$9.16M Sell
395,961
-13,642
-3% -$316K 1.66% 20
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

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 $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Kickstand Ventures's SCHZ Position: Q2 2026 in Review

Kickstand Ventures reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.3% in Q2 2026, selling an estimated $316K and leaving 395,961 shares worth $9.16M. The position accounts for 1.66% of the portfolio, ranked #20.

Kickstand Ventures first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q3 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kickstand Ventures held 395,961 shares of Schwab US Aggregate Bond ETF worth $9.16M as of Q2 2026.
  • Kickstand Ventures sold 13,642 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $316K.
  • Schwab US Aggregate Bond ETF made up 1.66% of Kickstand Ventures's portfolio in Q2 2026, its #20 holding.
  • Kickstand Ventures first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Kickstand Ventures's Schwab US Aggregate Bond ETF position peaked at $11.9M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.