Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Northwestern Mutual Wealth 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
Q2 		$6.92M Sell
299,107
-11,050
-4% -$256K ﹤0.01% 741
2026
Q1 		$7.2M Buy
310,157
+30,441
+11% +$712K ﹤0.01% 688
2025
Q4 		$6.54M Sell
279,716
-113,983
-29% -$2.68M ﹤0.01% 688
2025
Q3 		$9.24M Buy
393,699
+43,038
+12% +$1,000K 0.01% 560
2025
Q2 		$8.15M Buy
350,661
+15,485
+5% +$355K 0.01% 551
2025
Q1 		$7.76M Sell
335,176
-480
-0.1% -$11K 0.01% 539
2024
Q4 		$7.62M Buy
335,656
+96,686
+40% +$2.23M 0.01% 521
2024
Q3 		$5.68M Sell
238,970
-4,500
-2% -$105K 0.01% 589
2024
Q2 		$5.55M Buy
243,470
+482
+0.2% +$10.9K 0.01% 566
2024
Q1 		$5.59M Buy
242,988
+62,924
+35% +$1.45M 0.01% 538
2023
Q4 		$4.2M Sell
180,064
-20,202
-10% -$452K ﹤0.01% 582
2023
Q3 		$4.43M Buy
200,266
+23,546
+13% +$534K 0.01% 531
2023
Q2 		$4.08M Buy
176,720
+24,376
+16% +$567K 0.01% 540
2023
Q1 		$3.57M Buy
152,344
+34,078
+29% +$793K 0.01% 544
2022
Q4 		$2.7M Sell
118,266
-42,252
-26% -$962K ﹤0.01% 599
2022
Q3 		$3.64M Sell
160,518
-16,070
-9% -$383K 0.01% 494
2022
Q2 		$4.23M Sell
176,588
-94,722
-35% -$2.29M 0.01% 463
2022
Q1 		$6.86M Sell
271,310
-78,172
-22% -$2.03M 0.01% 372
2021
Q4 		$9.42M Buy
349,482
+22,236
+7% +$601K 0.02% 303
2021
Q3 		$8.88M Buy
327,246
+71,560
+28% +$1.96M 0.02% 288
2021
Q2 		$6.98M Buy
255,686
+68,658
+37% +$1.86M 0.01% 309
2021
Q1 		$5.04M Buy
187,028
+86,114
+85% +$2.36M 0.01% 349
2020
Q4 		$2.83M Buy
100,914
+50,092
+99% +$1.4M 0.01% 410
2020
Q3 		$1.43M Buy
50,822
+3,984
+9% +$112K ﹤0.01% 500
2020
Q2 		$1.32M Buy
46,838
+14,772
+46% +$411K ﹤0.01% 478
2020
Q1 		$870K Sell
32,066
-11,490
-26% -$310K ﹤0.01% 511
2019
Q4 		$1.16M Buy
43,556
+19,054
+78% +$511K ﹤0.01% 487
2019
Q3 		$660K Buy
24,502
+15,120
+161% +$404K ﹤0.01% 579
2019
Q2 		$249K Buy
9,382
+6,684
+248% +$174K ﹤0.01% 821
2019
Q1 		$70K Sell
2,698
-3,650
-57% -$93.1K ﹤0.01% 1221
2018
Q4 		$161K Buy
6,348
+5,482
+633% +$137K ﹤0.01% 848
2018
Q3 		$22K Sell
866
-282
-25% -$7.12K ﹤0.01% 1624
2018
Q2 		$29K Sell
1,148
-2,228
-66% -$56.3K ﹤0.01% 1464
2018
Q1 		$86K Buy
3,376
+1,180
+54% +$30.2K ﹤0.01% 1008
2017
Q4 		$57K Sell
2,196
-1,388
-39% -$36.2K ﹤0.01% 1106
2017
Q3 		$94K Sell
3,584
-450
-11% -$11.8K ﹤0.01% 906
2017
Q2 		$105K Buy
+4,034
New +$105K ﹤0.01% 866
2016
Q3 		– Sell
-110
Closed -$3K – 1286
2016
Q2 		$3K Sell
110
-18
-14% -$477 ﹤0.01% 1770
2016
Q1 		$3K Buy
+128
New +$3.34K ﹤0.01% 1816
2015
Q3 		– Sell
-500
Closed -$13K – 1817
2015
Q2 		$13K Buy
+500
New +$13.1K ﹤0.01% 948

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 $103B AUM 28.65% 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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCHZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.6% in Q2 2026, selling an estimated $256K and leaving 299,107 shares worth $6.92M. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Northwestern Mutual Wealth Management first reported a position in SCHZ in Q2 2015 and has held it in 40 quarters since. The position peaked at $9.42M in Q4 2021. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 299,107 shares of Schwab US Aggregate Bond ETF worth $6.92M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 11,050 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $256K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and has held it in 40 quarters since.
  • Northwestern Mutual Wealth Management's Schwab US Aggregate Bond ETF position peaked at $9.42M in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.