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NFP Retirement Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NFP Retirement Inc’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 		$654K Sell
28,165
-6,301
-18% -$147K 0.04% 172
2025
Q4 		$805K Buy
34,466
+1,294
+4% +$30.4K 0.05% 153
2025
Q3 		$779K Sell
33,172
-10,923
-25% -$254K 0.05% 154
2025
Q2 		$1.02M Sell
44,095
-1,465
-3% -$33.6K 0.07% 131
2025
Q1 		$1.06M Sell
45,560
-10,365
-19% -$237K 0.08% 114
2024
Q4 		$1.27M Sell
55,925
-52,049
-48% -$1.2M 0.1% 108
2024
Q3 		$2.57M Sell
107,974
-2,596
-2% -$60.8K 0.21% 70
2024
Q2 		$2.52M Sell
110,570
-65,580
-37% -$1.49M 0.21% 66
2024
Q1 		$4.05M Sell
176,150
-72,676
-29% -$1.67M 0.35% 47
2023
Q4 		$5.8M Buy
248,826
+17,036
+7% +$381K 0.98% 28
2023
Q3 		$5.13M Sell
231,790
-114,938
-33% -$2.6M 0.98% 28
2023
Q2 		$8M Buy
346,728
+85,812
+33% +$2M 1.49% 15
2023
Q1 		$6.12M Sell
260,916
-31,230
-11% -$727K 1.22% 19
2022
Q4 		$6.67M Sell
292,146
-536,230
-65% -$12.2M 1.46% 13
2022
Q3 		$18.8M Buy
828,376
+28,562
+4% +$680K 4.62% 2
2022
Q2 		$19.1M Sell
799,814
-87,310
-10% -$2.11M 4.85% 2
2022
Q1 		$22.4M Buy
887,124
+91,676
+12% +$2.38M 5.31% 2
2021
Q4 		$21.4M Buy
795,448
+89,816
+13% +$2.43M 7.67% 2
2021
Q3 		$19.1M Sell
705,632
-8,872
-1% -$243K 7.8% 2
2021
Q2 		$19.5M Buy
714,504
+111,044
+18% +$3.01M 7.53% 2
2021
Q1 		$16.3M Buy
603,460
+330,464
+121% +$9.07M 7.07% 2
2020
Q4 		$7.65M Sell
272,996
-20,862
-7% -$583K 4.73% 4
2020
Q3 		$8.24M Buy
293,858
+27,666
+10% +$780K 5.43% 3
2020
Q2 		$7.49M Buy
266,192
+80,230
+43% +$2.23M 5.47% 4
2020
Q1 		$5.05M Sell
185,962
-20,932
-10% -$565K 4.94% 4
2019
Q4 		$5.54M Buy
+206,894
New +$5.54M 5.15% 3

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

NFP Retirement Inc's SCHZ Position: Q1 2026 in Review

NFP Retirement Inc reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q1 2026, selling an estimated $147K and leaving 28,165 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #172.

NFP Retirement Inc first reported a position in SCHZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.4M in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • NFP Retirement Inc held 28,165 shares of Schwab US Aggregate Bond ETF worth $654K as of Q1 2026.
  • NFP Retirement Inc sold 6,301 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $147K.
  • Schwab US Aggregate Bond ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #172 holding.
  • NFP Retirement Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Schwab US Aggregate Bond ETF position peaked at $22.4M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.