MCM
SCHZ icon

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
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 $1.56T 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 $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 22.94% 1-Year Est. Return

M1 Capital Management's SCHZ Position: Q1 2026 in Review

M1 Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.2% in Q1 2026, buying an estimated $198K and bringing the position to 111,307 shares worth $2.58M. The position accounts for 1.19% of the portfolio, ranked #28.

M1 Capital Management first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • M1 Capital Management held 111,307 shares of Schwab US Aggregate Bond ETF worth $2.58M as of Q1 2026.
  • M1 Capital Management bought 8,449 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $198K.
  • Schwab US Aggregate Bond ETF made up 1.19% of M1 Capital Management's portfolio in Q1 2026, its #28 holding.
  • M1 Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.