Mutual Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16M | Sell |
687,811
-3,013
| -0.4% | -$70.5K | 0.34% | 46 |
|
|
2025
Q4 | $16.1M | Buy |
690,824
+7,441
| +1% | +$175K | 0.35% | 42 |
|
|
2025
Q3 | $16.2M | Buy |
683,383
+36,158
| +6% | +$840K | 0.36% | 42 |
|
|
2025
Q2 | $14.9M | Buy |
647,225
+5,525
| +0.9% | +$127K | 0.37% | 41 |
|
|
2025
Q1 | $14.8M | Buy |
641,700
+5,823
| +0.9% | +$133K | 0.42% | 36 |
|
|
2024
Q4 | $14.4M | Sell |
635,877
-650,725
| -51% | -$15M | 0.42% | 34 |
|
|
2024
Q3 | $14.9M | Buy |
1,286,602
+713,180
| +124% | +$16.7M | 0.44% | 32 |
|
|
2024
Q2 | $13.2M | Buy |
573,422
+28,262
| +5% | +$641K | 0.4% | 37 |
|
|
2024
Q1 | $12.5M | Buy |
545,160
+101,700
| +23% | +$2.34M | 0.4% | 37 |
|
|
2023
Q4 | $10.3M | Buy |
443,460
+34,220
| +8% | +$766K | 0.36% | 45 |
|
|
2023
Q3 | $9.05M | Sell |
409,240
-32,328
| -7% | -$733K | 0.35% | 47 |
|
|
2023
Q2 | $10.2M | Buy |
441,568
+5,472
| +1% | +$127K | 0.39% | 39 |
|
|
2023
Q1 | $10.2M | Buy |
436,096
+22,516
| +5% | +$524K | 0.42% | 32 |
|
|
2022
Q4 | $9.44M | Buy |
413,580
+13,490
| +3% | +$307K | 0.42% | 34 |
|
|
2022
Q3 | $9.06M | Sell |
400,090
-5,864
| -1% | -$140K | 0.47% | 33 |
|
|
2022
Q2 | $9.72M | Sell |
405,954
-23,998
| -6% | -$581K | 0.64% | 21 |
|
|
2022
Q1 | $10.9M | Buy |
429,952
+127,904
| +42% | +$3.32M | 0.61% | 23 |
|
|
2021
Q4 | $8.14M | Buy |
302,048
+3,450
| +1% | +$93.3K | 0.43% | 43 |
|
|
2021
Q3 | $8.1M | Buy |
298,598
+444
| +0.1% | +$12.2K | 0.48% | 34 |
|
|
2021
Q2 | $8.14M | Buy |
298,154
+72,634
| +32% | +$1.97M | 0.48% | 36 |
|
|
2021
Q1 | $6.08M | Buy |
225,520
+18,586
| +9% | +$510K | 0.42% | 53 |
|
|
2020
Q4 | $5.8M | Buy |
206,934
+19,048
| +10% | +$533K | 0.43% | 45 |
|
|
2020
Q3 | $5.27M | Buy |
187,886
+6,036
| +3% | +$170K | 0.46% | 43 |
|
|
2020
Q2 | $5.11M | Buy |
181,850
+10,658
| +6% | +$297K | 0.5% | 34 |
|
|
2020
Q1 | $4.64M | Buy |
171,192
+8,740
| +5% | +$236K | 0.63% | 29 |
|
|
2019
Q4 | $4.34M | Buy |
162,452
+38,738
| +31% | +$1.04M | 0.46% | 44 |
|
|
2019
Q3 | $3.33M | Buy |
123,714
+3,228
| +3% | +$86.3K | 0.44% | 48 |
|
|
2019
Q2 | $3.19M | Buy |
120,486
+14,426
| +14% | +$375K | 0.41% | 48 |
|
|
2019
Q1 | $2.75M | Buy |
106,060
+3,976
| +4% | +$101K | 0.41% | 53 |
|
|
2018
Q4 | $2.58M | Buy |
102,084
+1,530
| +2% | +$38.2K | 0.51% | 34 |
|
|
2018
Q3 | $2.53M | Sell |
100,554
-4,382
| -4% | -$111K | 0.38% | 53 |
|
|
2018
Q2 | $2.66M | Buy |
104,936
+1,866
| +2% | +$47.1K | 0.61% | 26 |
|
|
2018
Q1 | $2.63M | Buy |
103,070
+6,914
| +7% | +$177K | 0.67% | 22 |
|
|
2017
Q4 | $2.5M | Buy |
+96,156
| New | +$2.51M | 0.94% | 19 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Mutual Advisors's SCHZ Position: Q1 2026 in Review
Mutual Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.44% in Q1 2026, selling an estimated $70.5K and leaving 687,811 shares worth $16M. The position accounts for 0.34% of the portfolio, ranked #46.
Mutual Advisors first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.2M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Mutual Advisors held 687,811 shares of Schwab US Aggregate Bond ETF worth $16M as of Q1 2026.
- Mutual Advisors sold 3,013 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $70.5K.
- Schwab US Aggregate Bond ETF made up 0.34% of Mutual Advisors's portfolio in Q1 2026, its #46 holding.
- Mutual Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Schwab US Aggregate Bond ETF position peaked at $16.2M in Q3 2025.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.