Miracle Mile Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Miracle Mile 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	$294K	Buy	12,668 +60	+0.5%	+$1.4K	﹤0.01%	736
2025 Q4	$295K	Buy	+12,608	New	+$296K	﹤0.01%	715
2023 Q4	–	Sell	-10,318	Closed	-$228K	–	524
2023 Q3	$228K	Buy	10,318 +18	+0.2%	+$408	0.01%	439
2023 Q2	$238K	Sell	10,300 -2,632	-20%	-$61.2K	0.01%	448
2023 Q1	$303K	Buy	12,932 +620	+5%	+$14.4K	0.01%	428
2022 Q4	$281K	Buy	12,312 +1,042	+9%	+$23.7K	0.01%	432
2022 Q3	$255K	Sell	11,270 -5,078	-31%	-$121K	0.01%	385
2022 Q2	$391K	Buy	16,348 +3,724	+29%	+$90.1K	0.02%	338
2022 Q1	$319K	Buy	12,624 +958	+8%	+$24.9K	0.01%	381
2021 Q4	$314K	Buy	+11,666	New	+$315K	0.01%	362

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

Miracle Mile Advisors's SCHZ Position: Q1 2026 in Review

Miracle Mile Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.48% in Q1 2026, buying an estimated $1.4K and bringing the position to 12,668 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Miracle Mile Advisors first reported a position in SCHZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $391K in Q2 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Miracle Mile Advisors held 12,668 shares of Schwab US Aggregate Bond ETF worth $294K as of Q1 2026.
Miracle Mile Advisors bought 60 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.4K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Miracle Mile Advisors's portfolio in Q1 2026, its #736 holding.
Miracle Mile Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Miracle Mile Advisors's Schwab US Aggregate Bond ETF position peaked at $391K in Q2 2022.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.