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New England Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

New England Asset Management’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 		– Sell
-200
Closed -$4.67K – 118
2025
Q4 		$4.67K Hold
200
– – ﹤0.01% 122
2025
Q3 		$4.69K Hold
200
– – ﹤0.01% 125
2025
Q2 		$4.65K Hold
200
– – ﹤0.01% 121
2025
Q1 		$4.63K Hold
200
– – ﹤0.01% 121
2024
Q4 		$4.54K Hold
200
– – ﹤0.01% 120
2024
Q3 		$4.75K Hold
200
– – ﹤0.01% 119
2024
Q2 		$4.56K Buy
+200
New +$4.53K ﹤0.01% 116
2024
Q1 		– Sell
-200
Closed -$4.66K – 112
2023
Q4 		$4.66K Hold
200
– – ﹤0.01% 114
2023
Q3 		$4.42K Buy
+200
New +$4.53K ﹤0.01% 110

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 $3.64B AUM 14.73% 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

New England Asset Management's SCHZ Position: Q1 2026 in Review

New England Asset Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 200 shares — an estimated $4.67K sold.

New England Asset Management first reported a position in SCHZ in Q3 2023 and held it in 9 quarters. The position peaked at $4.75K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • New England Asset Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • New England Asset Management sold 200 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $4.67K.
  • New England Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 9 quarters.
  • New England Asset Management's Schwab US Aggregate Bond ETF position peaked at $4.75K in Q3 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.