MWM
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Mission Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mission Wealth 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
2026
Q1 		$593K Sell
25,537
-7,202
-22% -$169K 0.01% 440
2025
Q4 		$765K Sell
32,739
-31,267
-49% -$734K 0.02% 391
2025
Q3 		$1.5M Buy
+64,006
New +$1.49M 0.03% 255
2022
Q1 		– Sell
-8,936
Closed -$241K – 564
2021
Q4 		$241K Sell
8,936
-4,764
-35% -$129K 0.01% 480
2021
Q3 		$372K Buy
13,700
+744
+6% +$20.4K 0.02% 360
2021
Q2 		$354K Sell
12,956
-1,108
-8% -$30.1K 0.02% 358
2021
Q1 		$379K Sell
14,064
-4,800
-25% -$132K 0.02% 316
2020
Q4 		$528K Sell
18,864
-2,422
-11% -$67.7K 0.03% 231
2020
Q3 		$597K Sell
21,286
-6,840
-24% -$193K 0.04% 175
2020
Q2 		$791K Sell
28,126
-8,568
-23% -$238K 0.07% 138
2020
Q1 		$996K Sell
36,694
-9,832
-21% -$266K 0.11% 98
2019
Q4 		$1.24M Sell
46,526
-6,154
-12% -$165K 0.12% 100
2019
Q3 		$1.42M Sell
52,680
-1,712
-3% -$45.8K 0.15% 81
2019
Q2 		$1.44M Sell
54,392
-1,826
-3% -$47.5K 0.16% 78
2019
Q1 		$1.46M Sell
56,218
-2,082
-4% -$53.1K 0.17% 75
2018
Q4 		$1.48M Sell
58,300
-1,128
-2% -$28.2K 0.19% 63
2018
Q3 		$1.49M Buy
59,428
+8,424
+17% +$213K 0.2% 65
2018
Q2 		$1.29M Buy
51,004
+13,760
+37% +$348K 0.19% 68
2018
Q1 		$950K Buy
37,244
+25,154
+208% +$643K 0.15% 77
2017
Q4 		$315K Buy
+12,090
New +$315K 0.05% 148

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 $3.64B AUM 14.73% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mission Wealth Management's SCHZ Position: Q1 2026 in Review

Mission Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 22% in Q1 2026, selling an estimated $169K and leaving 25,537 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #440.

Mission Wealth Management first reported a position in SCHZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.5M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Mission Wealth Management held 25,537 shares of Schwab US Aggregate Bond ETF worth $593K as of Q1 2026.
  • Mission Wealth Management sold 7,202 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Mission Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • Mission Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.5M in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.