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New Millennium Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

New Millennium 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 		$109K Sell
4,670
-90
-2% -$2.11K 0.05% 96
2025
Q3 		$112K Sell
4,760
-241
-5% -$5.6K 0.05% 75
2025
Q2 		$116K Hold
5,001
– – 0.06% 66
2025
Q1 		$116K Buy
5,001
+3,342
+201% +$76.6K 0.08% 61
2024
Q4 		$37.7K Buy
+1,659
New +$38.3K 0.02% 111

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Millennium Group's SCHZ Position: Q4 2025 in Review

New Millennium Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q4 2025, selling an estimated $2.11K and leaving 4,670 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #96.

New Millennium Group first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $116K in Q2 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • New Millennium Group held 4,670 shares of Schwab US Aggregate Bond ETF worth $109K as of Q4 2025.
  • New Millennium Group sold 90 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $2.11K.
  • Schwab US Aggregate Bond ETF made up 0.05% of New Millennium Group's portfolio in Q4 2025, its #96 holding.
  • New Millennium Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • New Millennium Group's Schwab US Aggregate Bond ETF position peaked at $116K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.