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Leo H. Evart Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Leo H. Evart Inc’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 		$1.24M Buy
+53,281
New +$1.25M 1.06% 22
2023
Q3 		$626K Buy
28,322
+76
+0.3% +$1.72K 0.96% 20
2023
Q2 		$652K Buy
28,246
+452
+2% +$10.5K 0.9% 20
2023
Q1 		$652K Buy
27,794
+1,262
+5% +$29.4K 0.95% 20
2022
Q4 		$606K Buy
26,532
+10,164
+62% +$231K 0.92% 18
2022
Q3 		$371K Sell
16,368
-3,512
-18% -$83.6K 0.56% 25
2022
Q2 		$476K Buy
19,880
+116
+0.6% +$2.81K 0.58% 23
2022
Q1 		$500K Buy
19,764
+3,678
+23% +$95.5K 0.52% 25
2021
Q4 		$434K Buy
+16,086
New +$435K 0.42% 27

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 $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
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

Leo H. Evart Inc's SCHZ Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 53,281 shares worth $1.24M. The stake represents 1.06% of the portfolio and ranks #22 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SCHZ as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SCHZ in Q4 2021 and has held it in 9 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Leo H. Evart Inc held 53,281 shares of Schwab US Aggregate Bond ETF worth $1.24M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Leo H. Evart Inc position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 1.06% of Leo H. Evart Inc's portfolio in Q1 2026, its #22 holding.
  • Leo H. Evart Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.