MidAtlantic Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MidAtlantic Capital Management’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	$230K	Hold	9,901	–	–	0.16%	81
2025 Q4	$231K	Hold	9,901	–	–	0.15%	80
2025 Q3	$232K	Sell	9,901 -43	-0.4%	-$999	0.16%	78
2025 Q2	$231K	Hold	9,944	–	–	0.16%	79
2025 Q1	$230K	Sell	9,944 -18	-0.2%	-$412	0.18%	78
2024 Q4	$226K	Sell	9,962 -1,824	-15%	-$42.1K	0.17%	79
2024 Q3	$280K	Sell	11,786 -94	-0.8%	-$2.2K	0.2%	70
2024 Q2	$271K	Sell	11,880 -700	-6%	-$15.9K	0.23%	68
2024 Q1	$289K	Hold	12,580	–	–	0.25%	68
2023 Q4	$293K	Buy	+12,580	New	+$281K	0.29%	65

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MidAtlantic Capital Management's SCHZ Position: Q1 2026 in Review

MidAtlantic Capital Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 9,901 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #81.

MidAtlantic Capital Management first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $293K in Q4 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

MidAtlantic Capital Management held 9,901 shares of Schwab US Aggregate Bond ETF worth $230K as of Q1 2026.
MidAtlantic Capital Management left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.16% of MidAtlantic Capital Management's portfolio in Q1 2026, its #81 holding.
MidAtlantic Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Schwab US Aggregate Bond ETF position peaked at $293K in Q4 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.