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New Republic Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

New Republic Capital’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 		$115K Hold
4,991
– – 0.03% 301
2026
Q1 		$116K Buy
4,991
+938
+23% +$22K 0.04% 256
2025
Q4 		$94.7K Hold
4,053
– – 0.03% 319
2025
Q3 		$95.1K Hold
4,053
– – 0.03% 213
2025
Q2 		$94.2K Sell
4,053
-454
-10% -$10.4K 0.03% 197
2025
Q1 		$104K Buy
4,507
+2,569
+133% +$58.8K 0.05% 186
2024
Q4 		$44K Sell
1,938
-1,088
-36% -$25.1K 0.03% 192
2024
Q3 		$71.9K Buy
+3,026
New +$70.9K 0.04% 184
2024
Q2 		– Sell
-2,850
Closed -$65.5K – 258
2024
Q1 		$65.5K Buy
2,850
+120
+4% +$2.76K 0.04% 177
2023
Q4 		$63.6K Buy
2,730
+742
+37% +$16.6K 0.05% 181
2023
Q3 		$44K Buy
1,988
+80
+4% +$1.81K 0.04% 169
2023
Q2 		$44K Hold
1,908
– – 0.03% 191
2023
Q1 		$44.8K Buy
+1,908
New +$44.4K 0.03% 182

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 $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

New Republic Capital's SCHZ Position: Q2 2026 in Review

New Republic Capital held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 4,991 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #301.

New Republic Capital first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $116K in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • New Republic Capital held 4,991 shares of Schwab US Aggregate Bond ETF worth $115K as of Q2 2026.
  • New Republic Capital left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.03% of New Republic Capital's portfolio in Q2 2026, its #301 holding.
  • New Republic Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • New Republic Capital's Schwab US Aggregate Bond ETF position peaked at $116K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.