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Millstone Evans Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Millstone Evans Group’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
-72
Closed -$1.68K – 880
2025
Q4 		$1.68K Hold
72
– – ﹤0.01% 770
2025
Q3 		$1.69K Hold
72
– – ﹤0.01% 759
2025
Q2 		$1.67K Hold
72
– – ﹤0.01% 690
2025
Q1 		$1.67K Hold
72
– – ﹤0.01% 711
2024
Q4 		$1.63K Buy
+72
New +$1.66K ﹤0.01% 659

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 1-Year Est. Return

Millstone Evans Group's SCHZ Position: Q1 2026 in Review

Millstone Evans Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 72 shares — an estimated $1.68K sold.

Millstone Evans Group first reported a position in SCHZ in Q4 2024 and held it in 5 quarters. The position peaked at $1.69K in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Millstone Evans Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Millstone Evans Group sold 72 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.68K.
  • Millstone Evans Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Millstone Evans Group's Schwab US Aggregate Bond ETF position peaked at $1.69K in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.