Maple Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,889
| Closed | -$209K | – | 122 |
|
|
2025
Q3 | $209K | Sell |
8,889
-30
| -0.3% | -$697 | 0.01% | 111 |
|
|
2025
Q2 | $207K | Sell |
8,919
-630
| -7% | -$14.5K | 0.01% | 112 |
|
|
2025
Q1 | $221K | Sell |
9,549
-645
| -6% | -$14.8K | 0.02% | 113 |
|
|
2024
Q4 | $231K | Sell |
10,194
-110
| -1% | -$2.54K | 0.02% | 102 |
|
|
2024
Q3 | $245K | Sell |
10,304
-6,374
| -38% | -$149K | 0.02% | 101 |
|
|
2024
Q2 | $380K | Sell |
16,678
-16,038
| -49% | -$363K | 0.03% | 86 |
|
|
2024
Q1 | $752K | Buy |
32,716
+10,194
| +45% | +$234K | 0.07% | 55 |
|
|
2023
Q4 | $525K | Buy |
22,522
+2,856
| +15% | +$63.9K | 0.05% | 66 |
|
|
2023
Q3 | $435K | Buy |
19,666
+2,594
| +15% | +$58.8K | 0.05% | 69 |
|
|
2023
Q2 | $394K | Buy |
17,072
+1,238
| +8% | +$28.8K | 0.04% | 71 |
|
|
2023
Q1 | $371K | Buy |
15,834
+868
| +6% | +$20.2K | 0.05% | 74 |
|
|
2022
Q4 | $342K | Buy |
14,966
+388
| +3% | +$8.83K | 0.05% | 75 |
|
|
2022
Q3 | $330K | Sell |
14,578
-3,326
| -19% | -$79.2K | 0.04% | 77 |
|
|
2022
Q2 | $429K | Sell |
17,904
-1,306
| -7% | -$31.6K | 0.06% | 71 |
|
|
2022
Q1 | $486K | Buy |
19,210
+3,092
| +19% | +$80.3K | 0.06% | 72 |
|
|
2021
Q4 | $434K | Buy |
16,118
+2,142
| +15% | +$57.9K | 0.05% | 75 |
|
|
2021
Q3 | $379K | Sell |
13,976
-1,406
| -9% | -$38.5K | 0.05% | 75 |
|
|
2021
Q2 | $422K | Buy |
15,382
+6,412
| +71% | +$174K | 0.05% | 76 |
|
|
2021
Q1 | $242K | Buy |
8,970
+1,364
| +18% | +$37.4K | 0.04% | 87 |
|
|
2020
Q4 | $213K | Buy |
7,606
+160
| +2% | +$4.47K | 0.03% | 95 |
|
|
2020
Q3 | $208K | Buy |
+7,446
| New | +$210K | 0.03% | 101 |
|
|
2020
Q2 | – | Sell |
-9,084
| Closed | -$246K | – | 103 |
|
|
2020
Q1 | $246K | Hold |
9,084
| – | – | 0.06% | 81 |
|
|
2019
Q4 | $243K | Buy |
9,084
+400
| +5% | +$10.7K | 0.05% | 110 |
|
|
2019
Q3 | $234K | Sell |
8,684
-2,986
| -26% | -$79.9K | 0.05% | 109 |
|
|
2019
Q2 | $309K | Buy |
11,670
+400
| +4% | +$10.4K | 0.07% | 94 |
|
|
2019
Q1 | $292K | Buy |
11,270
+142
| +1% | +$3.62K | 0.07% | 97 |
|
|
2018
Q4 | $281K | Sell |
11,128
-598
| -5% | -$14.9K | 0.07% | 99 |
|
|
2018
Q3 | $295K | Buy |
11,726
+62
| +0.5% | +$1.57K | 0.07% | 105 |
|
|
2018
Q2 | $295K | Buy |
11,664
+1,100
| +10% | +$27.8K | 0.07% | 105 |
|
|
2018
Q1 | $269K | Buy |
10,564
+500
| +5% | +$12.8K | 0.07% | 114 |
|
|
2017
Q4 | $262K | Buy |
10,064
+186
| +2% | +$4.85K | 0.07% | 119 |
|
|
2017
Q3 | $259K | Buy |
9,878
+1,430
| +17% | +$37.5K | 0.07% | 122 |
|
|
2017
Q2 | $221K | Buy |
+8,448
| New | +$220K | 0.06% | 126 |
|
Other funds holding SCHZ
RIM
APP
CST
Maple Capital Management's SCHZ Position: Q4 2025 in Review
Maple Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 8,889 shares — an estimated $209K sold.
Maple Capital Management first reported a position in SCHZ in Q2 2017 and held it in 33 quarters. The position peaked at $752K in Q1 2024. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.
- Maple Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
- Maple Capital Management sold 8,889 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $209K.
- Maple Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 33 quarters.
- Maple Capital Management's Schwab US Aggregate Bond ETF position peaked at $752K in Q1 2024.
- 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.
Based on Maple Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.