National Bank of Canada
SCHZ icon

National Bank of Canada’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

National Bank of Canada’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 		$61.5K Hold
2,650
– – ﹤0.01% 1912
2025
Q4 		$61.9K Hold
2,650
– – ﹤0.01% 1914
2025
Q3 		$62.2K Hold
2,650
– – ﹤0.01% 1880
2025
Q2 		$61.6K Hold
2,650
– – ﹤0.01% 1914
2025
Q1 		$61.4K Hold
2,650
– – ﹤0.01% 1822
2024
Q4 		$60.2K Hold
2,650
– – ﹤0.01% 1886
2024
Q3 		$31.5K Hold
2,650
– – ﹤0.01% 1830
2024
Q2 		$59.9K Hold
2,650
– – ﹤0.01% 1634
2024
Q1 		$59.9K Hold
2,650
– – ﹤0.01% 1695
2023
Q4 		$61.5K Buy
2,650
+1,150
+77% +$25.7K ﹤0.01% 1707
2023
Q3 		$32.8K Buy
1,500
+548
+58% +$12.4K ﹤0.01% 1909
2023
Q2 		$22K Hold
952
– – ﹤0.01% 1990
2023
Q1 		$22.3K Hold
952
– – ﹤0.01% 1935
2022
Q4 		$21.7K Hold
952
– – ﹤0.01% 1981
2022
Q3 		$22K Sell
952
-514
-35% -$12.2K ﹤0.01% 1991
2022
Q2 		$35K Hold
1,466
– – ﹤0.01% 1882
2022
Q1 		$37K Hold
1,466
– – ﹤0.01% 1980
2021
Q4 		$40K Buy
+1,466
New +$39.6K ﹤0.01% 1954

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 $424B AUM 22.94% 1-Year Est. Return

National Bank of Canada's SCHZ Position: Q1 2026 in Review

National Bank of Canada held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 2,650 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

National Bank of Canada first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $62.2K in Q3 2025. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • National Bank of Canada held 2,650 shares of Schwab US Aggregate Bond ETF worth $61.5K as of Q1 2026.
  • National Bank of Canada left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1912 holding.
  • National Bank of Canada first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Schwab US Aggregate Bond ETF position peaked at $62.2K in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.