Lowery Thomas LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lowery Thomas 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	$3.87M	Buy	166,682 +14,114	+9%	+$330K	2.21%	15
2025 Q4	$3.57M	Buy	152,568 +15,718	+11%	+$369K	2.01%	16
2025 Q3	$3.21M	Buy	136,850 +13,056	+11%	+$303K	1.85%	17
2025 Q2	$2.88M	Sell	123,794 -841	-0.7%	-$19.3K	1.84%	18
2025 Q1	$2.89M	Sell	124,635 -6,656	-5%	-$152K	1.97%	17
2024 Q4	$2.98M	Buy	131,291 +24,567	+23%	+$568K	1.94%	18
2024 Q3	$2.54M	Buy	+106,724	New	+$2.5M	1.72%	18
2022 Q2	–	Sell	-66,688	Closed	-$1.69M	–	57
2022 Q1	$1.69M	Sell	66,688 -31,482	-32%	-$818K	1.31%	24
2021 Q4	$2.65M	Buy	+98,170	New	+$2.65M	1.83%	23

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lowery Thomas LLC's SCHZ Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.3% in Q1 2026, buying an estimated $330K and bringing the position to 166,682 shares worth $3.87M. The position accounts for 2.21% of the portfolio, ranked #15.

Lowery Thomas LLC first reported a position in SCHZ in Q4 2021 and has held it in 9 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Lowery Thomas LLC held 166,682 shares of Schwab US Aggregate Bond ETF worth $3.87M as of Q1 2026.
Lowery Thomas LLC bought 14,114 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $330K.
Schwab US Aggregate Bond ETF made up 2.21% of Lowery Thomas LLC's portfolio in Q1 2026, its #15 holding.
Lowery Thomas LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.