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M1 Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

M1 Capital Management’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
Q2 		$2.7M Buy
116,739
+5,432
+5% +$126K 1% 31
2026
Q1 		$2.58M Buy
111,307
+8,449
+8% +$198K 1.19% 28
2025
Q4 		$2.4M Buy
102,858
+459
+0.4% +$10.8K 1% 32
2025
Q3 		$2.4M Buy
102,399
+977
+1% +$22.7K 1.04% 31
2025
Q2 		$2.36M Sell
101,422
-1,528
-1% -$35.1K 1.19% 26
2025
Q1 		$2.38M Buy
102,950
+11,648
+13% +$267K 1.49% 15
2024
Q4 		$2.07M Buy
+91,302
New +$2.11M 1.12% 21

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

M1 Capital Management's SCHZ Position: Q2 2026 in Review

M1 Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.9% in Q2 2026, buying an estimated $126K and bringing the position to 116,739 shares worth $2.7M. The position accounts for 1% of the portfolio, ranked #31.

M1 Capital Management first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • M1 Capital Management held 116,739 shares of Schwab US Aggregate Bond ETF worth $2.7M as of Q2 2026.
  • M1 Capital Management bought 5,432 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $126K.
  • Schwab US Aggregate Bond ETF made up 1% of M1 Capital Management's portfolio in Q2 2026, its #31 holding.
  • M1 Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.