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Legacy Bridge’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Bridge’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 		$35.5K Hold
1,530
– – 0.01% 215
2025
Q4 		$35.8K Hold
1,530
– – 0.01% 215
2025
Q3 		$35.9K Hold
1,530
– – 0.01% 213
2025
Q2 		$35.6K Hold
1,530
– – 0.02% 199
2025
Q1 		$35.4K Hold
1,530
– – 0.02% 194
2024
Q4 		$34.7K Hold
1,530
– – 0.02% 205
2024
Q3 		$36.4K Hold
1,530
– – 0.02% 206
2024
Q2 		$34.9K Hold
1,530
– – 0.02% 197
2024
Q1 		$35.2K Hold
1,530
– – 0.02% 213
2023
Q4 		$35.7K Sell
1,530
-3,600
-70% -$80.5K 0.02% 206
2023
Q3 		$113K Hold
5,130
– – 0.08% 160
2023
Q2 		$118K Hold
5,130
– – 0.08% 160
2023
Q1 		$120K Hold
5,130
– – 0.08% 161
2022
Q4 		$117K Hold
5,130
– – 0.08% 158
2022
Q3 		$116K Hold
5,130
– – 0.09% 152
2022
Q2 		$123K Hold
5,130
– – 0.09% 154
2022
Q1 		$130K Hold
5,130
– – 0.08% 164
2021
Q4 		$138K Hold
5,130
– – 0.07% 161
2021
Q3 		$139K Hold
5,130
– – 0.08% 158
2021
Q2 		$140K Hold
5,130
– – 0.08% 160
2021
Q1 		$138K Hold
5,130
– – 0.09% 153
2020
Q4 		$144K Hold
5,130
– – 0.1% 145
2020
Q3 		$144K Hold
5,130
– – 0.13% 137
2020
Q2 		$144K Hold
5,130
– – 0.16% 130
2020
Q1 		$139K Buy
5,130
+1,530
+43% +$41.3K 0.18% 130
2019
Q4 		$96K Buy
+3,600
New +$96.5K 0.08% 165

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

Legacy Bridge's SCHZ Position: Q1 2026 in Review

Legacy Bridge held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 1,530 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Legacy Bridge first reported a position in SCHZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $144K in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Legacy Bridge held 1,530 shares of Schwab US Aggregate Bond ETF worth $35.5K as of Q1 2026.
  • Legacy Bridge left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #215 holding.
  • Legacy Bridge first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Legacy Bridge's Schwab US Aggregate Bond ETF position peaked at $144K in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.