KJWM
SCHZ icon

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

Kiley Juergens 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 		$1.75M Buy
75,309
+10,320
+16% +$242K 0.31% 58
2025
Q4 		$1.52M Buy
64,989
+5,732
+10% +$135K 0.33% 48
2025
Q3 		$1.39M Buy
59,257
+4,204
+8% +$97.7K 0.31% 47
2025
Q2 		$1.28M Buy
55,053
+557
+1% +$12.8K 0.3% 50
2025
Q1 		$1.26M Buy
54,496
+8,400
+18% +$192K 0.34% 45
2024
Q4 		$1.05M Buy
46,096
+22,070
+92% +$510K 0.26% 50
2024
Q3 		$571K Sell
24,026
-1,600
-6% -$37.5K 0.15% 63
2024
Q2 		$584K Sell
25,626
-300
-1% -$6.8K 0.16% 61
2024
Q1 		$596K Buy
+25,926
New +$596K 0.18% 59
2022
Q3 		– Sell
-20,228
Closed -$484K – 75
2022
Q2 		$484K Sell
20,228
-4,708
-19% -$114K 0.23% 62
2022
Q1 		$631K Sell
24,936
-8,146
-25% -$212K 0.3% 47
2021
Q4 		$892K Sell
33,082
-5,154
-13% -$139K 0.34% 51
2021
Q3 		$1.04M Buy
38,236
+4
+0% +$110 0.45% 40
2021
Q2 		$1.04M Sell
38,232
-594
-2% -$16.1K 0.48% 38
2021
Q1 		$1.05M Buy
38,826
+14,118
+57% +$388K 0.55% 36
2020
Q4 		$692K Buy
+24,708
New +$691K 0.41% 39
2018
Q4 		– Sell
-774
Closed -$19K – 533
2018
Q3 		$19K Hold
774
– – 0.01% 373
2018
Q2 		$19K Buy
+774
New +$19.6K 0.02% 336
2018
Q1 		– Sell
-774
Closed -$20K – 510
2017
Q4 		$20K Buy
+774
New +$20.2K 0.02% 350

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 $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 $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

Kiley Juergens Wealth Management's SCHZ Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q1 2026, buying an estimated $242K and bringing the position to 75,309 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #58.

Kiley Juergens Wealth Management first reported a position in SCHZ in Q4 2017 and has held it in 19 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Kiley Juergens Wealth Management held 75,309 shares of Schwab US Aggregate Bond ETF worth $1.75M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 10,320 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $242K.
  • Schwab US Aggregate Bond ETF made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.