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Lawson Kroeker Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lawson Kroeker Investment 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
2025
Q4 		– Sell
-10,731
Closed -$252K – 87
2025
Q3 		$252K Buy
10,731
+108
+1% +$2.51K 0.05% 91
2025
Q2 		$247K Buy
+10,623
New +$244K 0.05% 90

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 $1.11B 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lawson Kroeker Investment Management's SCHZ Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 10,731 shares — an estimated $252K sold.

Lawson Kroeker Investment Management first reported a position in SCHZ in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Lawson Kroeker Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 10,731 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $252K.
  • Lawson Kroeker Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Lawson Kroeker Investment Management's Schwab US Aggregate Bond ETF position peaked at $252K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.