Natixis Advisors
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Natixis Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Natixis Advisors’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
Q2 		$2.77M Buy
119,776
+22,538
+23% +$522K ﹤0.01% 1114
2026
Q1 		$2.26M Buy
97,238
+10,642
+12% +$249K ﹤0.01% 1075
2025
Q4 		$2.02M Buy
86,596
+5,187
+6% +$122K ﹤0.01% 1045
2025
Q3 		$1.91M Buy
81,409
+3,529
+5% +$82K ﹤0.01% 1120
2025
Q2 		$1.81M Buy
77,880
+2,562
+3% +$58.8K ﹤0.01% 1114
2025
Q1 		$1.74M Buy
75,318
+3,188
+4% +$73K ﹤0.01% 1122
2024
Q4 		$1.64M Buy
72,130
+8,148
+13% +$188K ﹤0.01% 1160
2024
Q3 		$760K Buy
63,982
+3,704
+6% +$86.7K ﹤0.01% 1369
2024
Q2 		$1.37M Buy
60,278
+7,580
+14% +$172K ﹤0.01% 1159
2024
Q1 		$1.21M Buy
52,698
+1,904
+4% +$43.8K ﹤0.01% 1160
2023
Q4 		$1.18M Buy
50,794
+1,726
+4% +$38.6K ﹤0.01% 1150
2023
Q3 		$1.08M Buy
49,068
+9,892
+25% +$224K ﹤0.01% 1154
2023
Q2 		$904K Buy
39,176
+18,276
+87% +$425K ﹤0.01% 1191
2023
Q1 		$490K Buy
+20,900
New +$486K ﹤0.01% 1312

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Natixis Advisors's SCHZ Position: Q2 2026 in Review

Natixis Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 23% in Q2 2026, buying an estimated $522K and bringing the position to 119,776 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Natixis Advisors first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Natixis Advisors held 119,776 shares of Schwab US Aggregate Bond ETF worth $2.77M as of Q2 2026.
  • Natixis Advisors bought 22,538 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $522K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1114 holding.
  • Natixis Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.