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Milestone Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Milestone Asset 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
2025
Q3 		– Sell
-69,406
Closed -$1.61M – 248
2025
Q2 		$1.61M Buy
+69,406
New +$1.59M 0.34% 52
2025
Q1 		– Sell
-317,155
Closed -$7.2M – 246
2024
Q4 		$7.2M Buy
+317,155
New +$7.33M 1.59% 11

Other funds holding SCHZ

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Asset Management's SCHZ Position: Q3 2025 in Review

Milestone Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 69,406 shares — an estimated $1.61M sold.

Milestone Asset Management first reported a position in SCHZ in Q4 2024 and held it in 2 quarters. The position peaked at $7.2M in Q4 2024. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Milestone Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 69,406 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $1.61M.
  • Milestone Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Milestone Asset Management's Schwab US Aggregate Bond ETF position peaked at $7.2M in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.