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Leo Wealth LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Leo Wealth LLC’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 		$314K Buy
13,510
+335
+3% +$7.84K 0.02% 353
2025
Q4 		$308K Buy
+13,175
New +$309K 0.02% 344
2024
Q4 		– Sell
-9,486
Closed -$225K – 375
2024
Q3 		$225K Buy
+9,486
New +$222K 0.02% 318

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 $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's SCHZ Position: Q1 2026 in Review

Leo Wealth LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.5% in Q1 2026, buying an estimated $7.84K and bringing the position to 13,510 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #353.

Leo Wealth LLC first reported a position in SCHZ in Q3 2024 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Leo Wealth LLC held 13,510 shares of Schwab US Aggregate Bond ETF worth $314K as of Q1 2026.
  • Leo Wealth LLC bought 335 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $7.84K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #353 holding.
  • Leo Wealth LLC first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.