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SCHZ icon

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

Note 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
Q1 		$408K Buy
17,580
+2,458
+16% +$57.5K 0.2% 57
2025
Q4 		$354K Buy
15,122
+475
+3% +$11.2K 0.18% 62
2025
Q3 		$344K Sell
14,647
-421
-3% -$9.78K 0.2% 62
2025
Q2 		$350K Sell
15,068
-706
-4% -$16.2K 0.24% 54
2025
Q1 		$365K Buy
15,774
+560
+4% +$12.8K 0.3% 53
2024
Q4 		$345K Buy
+15,214
New +$351K 0.31% 55

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

Note Advisors's SCHZ Position: Q1 2026 in Review

Note Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q1 2026, buying an estimated $57.5K and bringing the position to 17,580 shares worth $408K. The position accounts for 0.2% of the portfolio, ranked #57.

Note Advisors first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Note Advisors held 17,580 shares of Schwab US Aggregate Bond ETF worth $408K as of Q1 2026.
  • Note Advisors bought 2,458 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $57.5K.
  • Schwab US Aggregate Bond ETF made up 0.2% of Note Advisors's portfolio in Q1 2026, its #57 holding.
  • Note Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.