M
SCHZ icon

MYeCFO’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MYeCFO’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 		$12.2M Buy
526,687
+13,316
+3% +$312K 5.12% 5
2025
Q4 		$12M Buy
513,371
+17,847
+4% +$419K 5.09% 5
2025
Q3 		$11.6M Buy
495,524
+12,476
+3% +$290K 5.29% 5
2025
Q2 		$11.2M Buy
483,048
+860
+0.2% +$19.7K 5.51% 5
2025
Q1 		$11.2M Buy
482,188
+5,425
+1% +$124K 5.91% 5
2024
Q4 		$10.8M Buy
476,763
+8,551
+2% +$198K 5.84% 5
2024
Q3 		$11.1M Buy
468,212
+11,442
+3% +$268K 6.03% 5
2024
Q2 		$10.4M Buy
456,770
+10,984
+2% +$249K 6% 5
2024
Q1 		$10.3M Buy
445,786
+2,946
+0.7% +$67.7K 6.01% 5
2023
Q4 		$10.3M Buy
442,840
+28,646
+7% +$641K 6.51% 5
2023
Q3 		$9.16M Buy
414,194
+38,256
+10% +$867K 6.35% 5
2023
Q2 		$8.68M Buy
375,938
+22,690
+6% +$528K 6.31% 5
2023
Q1 		$8.29M Sell
353,248
-96,592
-21% -$2.25M 6.21% 5
2022
Q4 		$10.3M Buy
+449,840
New +$10.2M 8.44% 4

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 $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 $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

MYeCFO's SCHZ Position: Q1 2026 in Review

MYeCFO increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q1 2026, buying an estimated $312K and bringing the position to 526,687 shares worth $12.2M. The position accounts for 5.12% of the portfolio, ranked #5.

MYeCFO first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • MYeCFO held 526,687 shares of Schwab US Aggregate Bond ETF worth $12.2M as of Q1 2026.
  • MYeCFO bought 13,316 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $312K.
  • Schwab US Aggregate Bond ETF made up 5.12% of MYeCFO's portfolio in Q1 2026, its #5 holding.
  • MYeCFO first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.