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KilterHowling LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

KilterHowling LLC’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 		$31.2M Buy
1,347,082
+2,932
+0.2% +$67.8K 13.96% 4
2026
Q1 		$31.2M Buy
1,344,150
+87,706
+7% +$2.05M 15.74% 1
2025
Q4 		$29.4M Buy
1,256,444
+32,832
+3% +$771K 14.88% 3
2025
Q3 		$28.7M Buy
1,223,612
+32,796
+3% +$762K 15.99% 2
2025
Q2 		$27.7M Buy
1,190,816
+25,269
+2% +$580K 16.49% 1
2025
Q1 		$26.7M Buy
1,165,547
+25,761
+2% +$590K 17.25% 1
2024
Q4 		$25.9M Buy
1,139,786
+344,370
+43% +$7.96M 14.79% 1
2024
Q3 		$18.9M Buy
795,416
+35,852
+5% +$839K 11.87% 4
2024
Q2 		$17.3M Sell
759,564
-541,846
-42% -$12.3M 11.79% 4
2024
Q1 		$29.9M Buy
1,301,410
+33,442
+3% +$769K 21.02% 1
2023
Q4 		$29.3M Buy
1,267,968
+787,290
+164% +$17.6M 21.97% 1
2023
Q3 		$10.6M Buy
480,678
+12,690
+3% +$288K 9.35% 3
2023
Q2 		$10.8M Sell
467,988
-145,096
-24% -$3.38M 9.24% 3
2023
Q1 		$14.4M Buy
613,084
+284,822
+87% +$6.63M 14.03% 2
2022
Q4 		$7.49M Sell
328,262
-278,122
-46% -$6.33M 7.93% 5
2022
Q3 		$13.7M Buy
606,384
+235,114
+63% +$5.6M 16.5% 2
2022
Q2 		$8.89M Sell
371,270
-774,476
-68% -$18.7M 9.98% 2
2022
Q1 		$29M Buy
1,145,746
+477,836
+72% +$12.4M 29.52% 1
2021
Q4 		$18M Buy
+667,910
New +$18.1M 16.16% 1

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 $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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

KilterHowling LLC's SCHZ Position: Q2 2026 in Review

KilterHowling LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.22% in Q2 2026, buying an estimated $67.8K and bringing the position to 1,347,082 shares worth $31.2M. The position accounts for 13.96% of the portfolio, ranked #4.

KilterHowling LLC first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.2M in Q1 2026. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • KilterHowling LLC held 1,347,082 shares of Schwab US Aggregate Bond ETF worth $31.2M as of Q2 2026.
  • KilterHowling LLC bought 2,932 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $67.8K.
  • Schwab US Aggregate Bond ETF made up 13.96% of KilterHowling LLC's portfolio in Q2 2026, its #4 holding.
  • KilterHowling LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • KilterHowling LLC's Schwab US Aggregate Bond ETF position peaked at $31.2M in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.