MF
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Manchester Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Manchester Financial’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
-9,231
Closed -$217K – 145
2025
Q3 		$217K Sell
9,231
-1,199
-11% -$27.9K 0.04% 122
2025
Q2 		$242K Sell
10,430
-2,452
-19% -$56.3K 0.05% 106
2025
Q1 		$298K Sell
12,882
-26,666
-67% -$611K 0.07% 96
2024
Q4 		$898K Sell
39,548
-7,286
-16% -$168K 0.2% 45
2024
Q3 		$1.11M Sell
46,834
-6,992
-13% -$164K 0.24% 38
2024
Q2 		$1.23M Sell
53,826
-2,020
-4% -$45.8K 0.3% 34
2024
Q1 		$1.28M Buy
55,846
+108
+0.2% +$2.48K 0.34% 33
2023
Q4 		$1.3M Buy
55,738
+3,108
+6% +$69.5K 0.36% 32
2023
Q3 		$1.16M Sell
52,630
-1,450
-3% -$32.9K 0.34% 31
2023
Q2 		$1.25M Sell
54,080
-812
-1% -$18.9K 0.35% 31
2023
Q1 		$1.29M Buy
54,892
+352
+0.6% +$8.19K 0.37% 30
2022
Q4 		$1.24M Sell
54,540
-1,304
-2% -$29.7K 0.34% 33
2022
Q3 		$1.26M Buy
55,844
+1,150
+2% +$27.4K 0.36% 34
2022
Q2 		$1.31M Sell
54,694
-570
-1% -$13.8K 0.51% 33
2022
Q1 		$1.4M Buy
55,264
+3,830
+7% +$99.5K 0.5% 33
2021
Q4 		$1.39M Buy
51,434
+2,848
+6% +$77K 0.49% 34
2021
Q3 		$1.32M Buy
48,586
+1,640
+3% +$45K 0.5% 35
2021
Q2 		$1.28M Sell
46,946
-1,646
-3% -$44.7K 0.51% 36
2021
Q1 		$1.31M Sell
48,592
-53,894
-53% -$1.48M 0.61% 33
2020
Q4 		$2.87M Buy
102,486
+66,078
+181% +$1.85M 1.78% 15
2020
Q3 		$1.02M Sell
36,408
-1,092
-3% -$30.8K 0.78% 25
2020
Q2 		$1.05M Buy
37,500
+518
+1% +$14.4K 0.86% 26
2020
Q1 		$1M Sell
36,982
-10,664
-22% -$288K 0.74% 25
2019
Q4 		$1.27M Buy
47,646
+12,310
+35% +$330K 0.5% 25
2019
Q3 		$951K Sell
35,336
-1,162
-3% -$31.1K 0.42% 27
2019
Q2 		$967K Buy
36,498
+1,690
+5% +$44K 0.43% 28
2019
Q1 		$903K Buy
34,808
+688
+2% +$17.6K 0.44% 27
2018
Q4 		$863K Buy
+34,120
New +$852K 0.47% 28

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $871B AUM 31.28% 1-Year Est. Return

Manchester Financial's SCHZ Position: Q4 2025 in Review

Manchester Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 9,231 shares — an estimated $217K sold.

Manchester Financial first reported a position in SCHZ in Q4 2018 and held it in 28 quarters. The position peaked at $2.87M in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Manchester Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Manchester Financial sold 9,231 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $217K.
  • Manchester Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 28 quarters.
  • Manchester Financial's Schwab US Aggregate Bond ETF position peaked at $2.87M in Q4 2020.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Manchester Financial's 13F filing for Q4 2025, filed 12 Feb 2026.