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

MMA 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
Q4 		– Sell
-682
Closed -$16K – 279
2025
Q3 		$16K Buy
+682
New +$15.8K 0.01% 242
2024
Q2 		– Sell
-642
Closed -$14.8K – 218
2024
Q1 		$14.8K Buy
+642
New +$14.8K 0.01% 194

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMA Asset Management's SCHZ Position: Q4 2025 in Review

MMA Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 682 shares — an estimated $16K sold.

MMA Asset Management first reported a position in SCHZ in Q1 2024 and held it in 2 quarters. The position peaked at $16K in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • MMA Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 682 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $16K.
  • MMA Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • MMA Asset Management's Schwab US Aggregate Bond ETF position peaked at $16K in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.