LFA
SCHZ icon

Laraway Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Laraway Financial 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 		$587K Sell
25,273
-61
-0.2% -$1.43K 0.41% 61
2025
Q4 		$592K Buy
25,334
+942
+4% +$22.1K 0.39% 60
2025
Q3 		$572K Sell
24,392
-199
-0.8% -$4.62K 0.39% 61
2025
Q2 		$571K Buy
24,591
+1
+0% +$23 0.43% 57
2025
Q1 		$570K Sell
24,590
-649
-3% -$14.9K 0.45% 59
2024
Q4 		$573K Sell
25,239
-253
-1% -$5.84K 0.44% 60
2024
Q3 		$606K Sell
25,492
-118
-0.5% -$2.76K 0.48% 59
2024
Q2 		$584K Sell
25,610
-624
-2% -$14.1K 0.5% 55
2024
Q1 		$603K Sell
26,234
-602
-2% -$13.8K 0.53% 54
2023
Q4 		$626K Sell
26,836
-634
-2% -$14.2K 0.59% 53
2023
Q3 		$607K Sell
27,470
-1,178
-4% -$26.7K 0.63% 48
2023
Q2 		$661K Sell
28,648
-1,518
-5% -$35.3K 0.65% 47
2023
Q1 		$708K Sell
30,166
-874
-3% -$20.3K 0.72% 43
2022
Q4 		$708K Sell
31,040
-380
-1% -$8.65K 0.74% 42
2022
Q3 		$712K Sell
31,420
-480
-2% -$11.4K 0.8% 38
2022
Q2 		$763K Sell
31,900
-82,740
-72% -$2M 0.81% 36
2022
Q1 		$1.96M Buy
114,640
+81,560
+247% +$2.12M 1.79% 16
2021
Q4 		$891K Buy
+33,080
New +$894K 0.8% 41

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

Laraway Financial Advisors's SCHZ Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.24% in Q1 2026, selling an estimated $1.43K and leaving 25,273 shares worth $587K. The position accounts for 0.41% of the portfolio, ranked #61.

Laraway Financial Advisors first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Laraway Financial Advisors held 25,273 shares of Schwab US Aggregate Bond ETF worth $587K as of Q1 2026.
  • Laraway Financial Advisors sold 61 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.43K.
  • Schwab US Aggregate Bond ETF made up 0.41% of Laraway Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Laraway Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $1.96M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.