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Lansing Street Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lansing Street Advisors’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 		$378K Buy
16,279
+95
+0.6% +$2.22K 0.1% 112
2025
Q4 		$378K Buy
16,184
+177
+1% +$4.16K 0.1% 114
2025
Q3 		$376K Sell
16,007
-338
-2% -$7.85K 0.1% 107
2025
Q2 		$380K Buy
16,345
+447
+3% +$10.3K 0.11% 102
2025
Q1 		$368K Buy
+15,898
New +$364K 0.12% 94

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 $3.64B AUM 14.73% 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

Lansing Street Advisors's SCHZ Position: Q1 2026 in Review

Lansing Street Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.59% in Q1 2026, buying an estimated $2.22K and bringing the position to 16,279 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #112.

Lansing Street Advisors first reported a position in SCHZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $380K in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Lansing Street Advisors held 16,279 shares of Schwab US Aggregate Bond ETF worth $378K as of Q1 2026.
  • Lansing Street Advisors bought 95 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.22K.
  • Schwab US Aggregate Bond ETF made up 0.1% of Lansing Street Advisors's portfolio in Q1 2026, its #112 holding.
  • Lansing Street Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Lansing Street Advisors's Schwab US Aggregate Bond ETF position peaked at $380K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Lansing Street Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.