Midwest Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Midwest Capital Advisors’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	$487K	Sell	20,982 -59,535	-74%	-$1.39M	0.23%	35
2025 Q4	$1.88M	Buy	80,517 +58,073	+259%	+$1.36M	0.9%	23
2025 Q3	$527K	Sell	22,444 -71,102	-76%	-$1.65M	0.25%	33
2025 Q2	$2.17M	Sell	93,546 -80,094	-46%	-$1.84M	1.15%	19
2025 Q1	$4.02M	Sell	173,640 -52,174	-23%	-$1.2M	2.47%	13
2024 Q4	$5.13M	Buy	+225,814	New	+$5.22M	3.75%	7

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

Midwest Capital Advisors's SCHZ Position: Q1 2026 in Review

Midwest Capital Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 74% in Q1 2026, selling an estimated $1.39M and leaving 20,982 shares worth $487K. The position accounts for 0.23% of the portfolio, ranked #35.

Midwest Capital Advisors first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.13M in Q4 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Midwest Capital Advisors held 20,982 shares of Schwab US Aggregate Bond ETF worth $487K as of Q1 2026.
Midwest Capital Advisors sold 59,535 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.39M.
Schwab US Aggregate Bond ETF made up 0.23% of Midwest Capital Advisors's portfolio in Q1 2026, its #35 holding.
Midwest Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $5.13M in Q4 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.