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

NewEdge 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
Q3 		$1.72M Buy
77,732
+75,816
+3,957% +$1.72M 0.01% 1312
2026
Q2 		$44.3K Buy
1,916
+222
+13% +$5.14K ﹤0.01% 3152
2026
Q1 		$39.3K Buy
1,694
+9
+0.5% +$211 ﹤0.01% 2997
2025
Q4 		$39.4K Sell
1,685
-9,128
-84% -$214K ﹤0.01% 3028
2025
Q3 		$254K Sell
10,813
-1,619
-13% -$37.6K ﹤0.01% 2280
2025
Q2 		$289K Sell
12,432
-292
-2% -$6.7K ﹤0.01% 2040
2025
Q1 		$295K Sell
12,724
-77
-0.6% -$1.76K ﹤0.01% 1909
2024
Q4 		$291K Buy
12,801
+2,421
+23% +$55.9K ﹤0.01% 1900
2024
Q3 		$247K Buy
10,380
+9,604
+1,238% +$225K ﹤0.01% 1910
2024
Q2 		$17.7K Sell
776
-404
-34% -$9.16K ﹤0.01% 2662
2024
Q1 		$27.1K Sell
1,180
-80,038
-99% -$1.84M ﹤0.01% 2515
2023
Q4 		$1.88M Buy
81,218
+80,428
+10,181% +$1.8M 0.02% 690
2023
Q3 		$17.5K Sell
790
-1,986
-72% -$45K ﹤0.01% 2414
2023
Q2 		$64.1K Buy
2,776
+4
+0.1% +$93 ﹤0.01% 2007
2023
Q1 		$65K Buy
2,772
+1,650
+147% +$38.4K ﹤0.01% 1897
2022
Q4 		$6.09K Buy
+1,122
New +$25.5K ﹤0.01% 2525

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

NewEdge Advisors's SCHZ Position: Q3 2026 in Review

NewEdge Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3,957% in Q3 2026, buying an estimated $1.72M and bringing the position to 77,732 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1312.

NewEdge Advisors first reported a position in SCHZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q4 2023. 592 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • NewEdge Advisors held 77,732 shares of Schwab US Aggregate Bond ETF worth $1.72M as of Q3 2026.
  • NewEdge Advisors bought 75,816 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $1.72M.
  • Schwab US Aggregate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1312 holding.
  • NewEdge Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Schwab US Aggregate Bond ETF position peaked at $1.88M in Q4 2023.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.