Mariner
SCHZ icon

Mariner’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mariner’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 		$50.1M Buy
2,156,252
+19,868
+0.9% +$465K 0.06% 263
2025
Q4 		$49.9M Buy
2,136,384
+61,502
+3% +$1.44M 0.06% 254
2025
Q3 		$48.7M Sell
2,074,882
-30,276
-1% -$703K 0.06% 252
2025
Q2 		$48.9M Sell
2,105,158
-48,125
-2% -$1.1M 0.07% 244
2025
Q1 		$49.9M Buy
2,153,283
+73,663
+4% +$1.69M 0.08% 221
2024
Q4 		$47.2M Buy
2,079,620
+158,114
+8% +$3.65M 0.08% 218
2024
Q3 		$45.7M Buy
1,921,506
+392,686
+26% +$9.19M 0.08% 218
2024
Q2 		$34.8M Buy
1,528,820
+212,246
+16% +$4.81M 0.07% 240
2024
Q1 		$30.3M Buy
1,316,574
+518,186
+65% +$11.9M 0.06% 251
2023
Q4 		$18.6M Buy
798,388
+83,014
+12% +$1.86M 0.04% 319
2023
Q3 		$15.8M Buy
715,374
+94,824
+15% +$2.15M 0.04% 330
2023
Q2 		$14.3M Sell
620,550
-60,106
-9% -$1.4M 0.04% 353
2023
Q1 		$16M Sell
680,656
-33,158
-5% -$771K 0.05% 330
2022
Q4 		$16.3M Sell
713,814
-159,656
-18% -$3.63M 0.05% 316
2022
Q3 		$19.8M Sell
873,470
-109,858
-11% -$2.62M 0.08% 232
2022
Q2 		$23.5M Sell
983,328
-1,536,754
-61% -$37.2M 0.1% 209
2022
Q1 		$63.7M Buy
2,520,082
+5,824
+0.2% +$151K 0.24% 103
2021
Q4 		$67.8M Sell
2,514,258
-65,266
-3% -$1.76M 0.29% 91
2021
Q3 		$70M Buy
2,579,524
+23,312
+0.9% +$639K 0.37% 72
2021
Q2 		$69.8M Sell
2,556,212
-3,934
-0.2% -$107K 0.43% 63
2021
Q1 		$69.1M Buy
2,560,146
+53,832
+2% +$1.48M 0.48% 55
2020
Q4 		$70.2M Buy
2,506,314
+500,242
+25% +$14M 0.54% 39
2020
Q3 		$56.3M Buy
2,006,072
+116,202
+6% +$3.28M 0.53% 44
2020
Q2 		$53.1M Buy
1,889,870
+3,382
+0.2% +$94.1K 0.53% 43
2020
Q1 		$51.3M Buy
1,886,488
+95,798
+5% +$2.59M 0.64% 30
2019
Q4 		$47.8M Buy
1,790,690
+498,650
+39% +$13.4M 0.5% 52
2019
Q3 		$34.8M Buy
1,292,040
+79,524
+7% +$2.13M 0.42% 71
2019
Q2 		$32.1M Buy
1,212,516
+170,588
+16% +$4.44M 0.38% 76
2019
Q1 		$27M Buy
1,041,928
+249,344
+31% +$6.36M 0.39% 69
2018
Q4 		$20M Buy
792,584
+58,736
+8% +$1.47M 0.36% 78
2018
Q3 		$18.4M Sell
733,848
-97,014
-12% -$2.45M 0.47% 48
2018
Q2 		$21M Sell
830,862
-3,348
-0.4% -$84.6K 0.6% 36
2018
Q1 		$21.3M Buy
834,210
+83,970
+11% +$2.15M 0.76% 28
2017
Q4 		$19.5M Buy
750,240
+559,672
+294% +$14.6M 0.76% 30
2017
Q3 		$4.99M Buy
190,568
+9,280
+5% +$243K 0.23% 86
2017
Q2 		$4.74M Buy
181,288
+17,168
+10% +$448K 0.22% 87
2017
Q1 		$4.25M Buy
164,120
+17,724
+12% +$458K 0.19% 108
2016
Q4 		$3.77M Buy
146,396
+9,712
+7% +$254K 0.17% 111
2016
Q3 		$3.67M Buy
136,684
+24,660
+22% +$662K 0.18% 107
2016
Q2 		$3.01M Buy
112,024
+26,860
+32% +$712K 0.16% 130
2016
Q1 		$2.25M Buy
85,164
+24,064
+39% +$628K 0.13% 146
2015
Q4 		$1.57M Buy
61,100
+18,038
+42% +$467K 0.1% 170
2015
Q3 		$1.12M Sell
43,062
-1,468
-3% -$38.1K 0.05% 233
2015
Q2 		$1.15M Sell
44,530
-2,884
-6% -$75.4K 0.05% 226
2015
Q1 		$1.25M Buy
47,414
+25,746
+119% +$679K 0.11% 161
2014
Q4 		$567K Buy
21,668
+1,892
+10% +$49.4K 0.05% 230
2014
Q3 		$512K Buy
19,776
+580
+3% +$15K 0.06% 214
2014
Q2 		$498K Buy
+19,196
New +$495K 0.06% 227

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 $3.64B AUM 14.73% 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 $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Mariner's SCHZ Position: Q1 2026 in Review

Mariner increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.93% in Q1 2026, buying an estimated $465K and bringing the position to 2,156,252 shares worth $50.1M. The position accounts for 0.06% of the portfolio, ranked #263.

Mariner first reported a position in SCHZ in Q2 2014 and has held it in 48 quarters since. The position peaked at $70.2M in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Mariner held 2,156,252 shares of Schwab US Aggregate Bond ETF worth $50.1M as of Q1 2026.
  • Mariner bought 19,868 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $465K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Mariner's portfolio in Q1 2026, its #263 holding.
  • Mariner first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • Mariner's Schwab US Aggregate Bond ETF position peaked at $70.2M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.