Lane & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lane & Associates’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
2025 Q1	$1.25M	Buy	+54,021	New	+$1.24M	0.67%	36

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lane & Associates's SCHZ Position: Q1 2025 in Review

Lane & Associates opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025: 54,021 shares worth $1.25M. The stake represents 0.67% of the portfolio and ranks #36 among its holdings.

642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

Lane & Associates held 54,021 shares of Schwab US Aggregate Bond ETF worth $1.25M as of Q1 2025.
Schwab US Aggregate Bond ETF was a new Lane & Associates position in Q1 2025.
Schwab US Aggregate Bond ETF made up 0.67% of Lane & Associates's portfolio in Q1 2025, its #36 holding.
642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.