MHB
SCHZ icon

Midwest Heritage Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Midwest Heritage Bank’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 		– Sell
-14,338
Closed -$335K – 61
2025
Q4 		$335K Sell
14,338
-202
-1% -$4.74K 0.12% 44
2025
Q3 		$341K Buy
14,540
+16
+0.1% +$372 0.12% 46
2025
Q2 		$338K Buy
14,524
+621
+4% +$14.3K 0.13% 43
2025
Q1 		$322K Sell
13,903
-6,066
-30% -$139K 0.13% 41
2024
Q4 		$453K Sell
19,969
-5,901
-23% -$136K 0.21% 35
2024
Q3 		$615K Sell
25,870
-288
-1% -$6.74K 0.29% 31
2024
Q2 		$596K Sell
26,158
-1,610
-6% -$36.5K 0.3% 30
2024
Q1 		$639K Buy
27,768
+5,758
+26% +$132K 0.34% 31
2023
Q4 		$513K Sell
22,010
-116
-0.5% -$2.6K 0.35% 29
2023
Q3 		$489K Buy
22,126
+13,338
+152% +$302K 0.37% 30
2023
Q2 		$203K Sell
8,788
-1,014
-10% -$23.6K 0.15% 50
2023
Q1 		$230K Sell
9,802
-20,012
-67% -$466K 0.19% 47
2022
Q4 		$681K Sell
29,814
-5,338
-15% -$122K 0.66% 29
2022
Q3 		$796K Sell
35,152
-1,780
-5% -$42.4K 0.83% 26
2022
Q2 		$884K Sell
36,932
-3,488
-9% -$84.4K 0.8% 24
2022
Q1 		$1.02M Buy
+40,420
New +$1.05M 0.8% 23

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 $4.02B AUM 20% 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 $103B AUM 28.65% 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 $424B AUM 22.94% 1-Year Est. Return

Midwest Heritage Bank's SCHZ Position: Q1 2026 in Review

Midwest Heritage Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 14,338 shares — an estimated $335K sold.

Midwest Heritage Bank first reported a position in SCHZ in Q1 2022 and held it in 16 quarters. The position peaked at $1.02M in Q1 2022. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Midwest Heritage Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Heritage Bank sold 14,338 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $335K.
  • Midwest Heritage Bank first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 16 quarters.
  • Midwest Heritage Bank's Schwab US Aggregate Bond ETF position peaked at $1.02M in Q1 2022.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.