Luts & Greenleigh Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Luts & Greenleigh Group’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	$544K	Hold	23,412	–	–	0.43%	45
2025 Q4	$547K	Hold	23,412	–	–	0.46%	42
2025 Q3	$549K	Hold	23,412	–	–	0.49%	42
2025 Q2	$544K	Hold	23,412	–	–	0.52%	42
2025 Q1	$542K	Sell	23,412 -470	-2%	-$10.8K	0.54%	41
2024 Q4	$542K	Buy	23,882 +6	+0%	+$139	0.54%	39
2024 Q3	$567K	Sell	23,876 -2,206	-8%	-$51.7K	0.54%	38
2024 Q2	$594K	Buy	+26,082	New	+$591K	0.62%	33
2023 Q4	$608K	Buy	26,074 +2,166	+9%	+$48.5K	0.77%	28
2023 Q3	$529K	Buy	23,908 +6	+0%	+$136	0.66%	33
2023 Q2	$552K	Buy	23,902 +2	+0%	+$47	0.68%	33
2023 Q1	$561K	Buy	23,900 +4	+0%	+$93	0.71%	29
2022 Q4	$545K	Buy	+23,896	New	+$544K	0.69%	28

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 $3.64B AUM 14.73% 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

Luts & Greenleigh Group's SCHZ Position: Q1 2026 in Review

Luts & Greenleigh Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 23,412 shares worth $544K. The position accounts for 0.43% of the portfolio, ranked #45.

Luts & Greenleigh Group first reported a position in SCHZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $608K in Q4 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Luts & Greenleigh Group held 23,412 shares of Schwab US Aggregate Bond ETF worth $544K as of Q1 2026.
Luts & Greenleigh Group left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.43% of Luts & Greenleigh Group's portfolio in Q1 2026, its #45 holding.
Luts & Greenleigh Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's Schwab US Aggregate Bond ETF position peaked at $608K in Q4 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.