M1FG
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Mach-1 Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mach-1 Financial 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
2025
Q4 		– Sell
-36,413
Closed -$855K – 422
2025
Q3 		$855K Buy
+36,413
New +$846K 0.14% 82

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mach-1 Financial Group's SCHZ Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 36,413 shares — an estimated $855K sold.

Mach-1 Financial Group first reported a position in SCHZ in Q3 2025 and held it in 1 quarter. The position peaked at $855K in Q3 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 36,413 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $855K.
  • Mach-1 Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Schwab US Aggregate Bond ETF position peaked at $855K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.