Nalls Sherbakoff Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Nalls Sherbakoff Group’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	$5.26M	Sell	224,935 -23,007	-9%	-$540K	3.79%	4
2025 Q3	$5.82M	Buy	247,942 +5,153	+2%	+$120K	3.93%	4
2025 Q2	$5.64M	Sell	242,789 -3,251	-1%	-$74.6K	4.11%	4
2025 Q1	$5.7M	Buy	+246,040	New	+$5.64M	4.63%	5
2023 Q4	$5.29M	Sell	226,750 -6,792	-3%	-$152K	4.71%	5
2023 Q3	$5.16M	Buy	233,542 +5,342	+2%	+$121K	5.02%	5
2023 Q2	$5.29M	Buy	228,200 +4,986	+2%	+$116K	5.2%	5
2023 Q1	$5.21M	Buy	+223,214	New	+$5.19M	5.19%	5
2018 Q4	$4.06M	Buy	+160,432	New	+$4.01M	6.49%	3

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 $4.02B AUM 20% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nalls Sherbakoff Group's SCHZ Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.3% in Q4 2025, selling an estimated $540K and leaving 224,935 shares worth $5.26M. The position accounts for 3.79% of the portfolio, ranked #4.

Nalls Sherbakoff Group first reported a position in SCHZ in Q4 2018 and has held it in 9 quarters since. The position peaked at $5.82M in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Nalls Sherbakoff Group held 224,935 shares of Schwab US Aggregate Bond ETF worth $5.26M as of Q4 2025.
Nalls Sherbakoff Group sold 23,007 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $540K.
Schwab US Aggregate Bond ETF made up 3.79% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #4 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US Aggregate Bond ETF position peaked at $5.82M in Q3 2025.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.