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Marcum Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Marcum Wealth’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
Q1 		$712K Buy
+30,761
New +$705K 0.06% 151

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marcum Wealth's SCHZ Position: Q1 2025 in Review

Marcum Wealth opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025: 30,761 shares worth $712K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings.

642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Marcum Wealth held 30,761 shares of Schwab US Aggregate Bond ETF worth $712K as of Q1 2025.
  • Schwab US Aggregate Bond ETF was a new Marcum Wealth position in Q1 2025.
  • Schwab US Aggregate Bond ETF made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #151 holding.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.