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Ogorek Anthony Joseph’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ogorek Anthony Joseph’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 		– Sell
-499
Closed -$11K – 697
2025
Q4 		$11K Buy
499
+6
+1% +$141 ﹤0.01% 364
2025
Q3 		$11K Buy
493
+5
+1% +$116 ﹤0.01% 383
2025
Q2 		$11K Sell
488
-32
-6% -$734 ﹤0.01% 370
2025
Q1 		$12K Buy
520
+376
+261% +$8.61K ﹤0.01% 341
2024
Q4 		$3K Buy
144
+2
+1% +$46 ﹤0.01% 268
2024
Q3 		$3K Buy
142
+2
+1% +$47 ﹤0.01% 244
2024
Q2 		$3K Hold
140
– – ﹤0.01% 245
2024
Q1 		$3K Hold
140
– – ﹤0.01% 251
2023
Q4 		$3K Hold
140
– – ﹤0.01% 261
2023
Q3 		$3K Sell
140
-908
-87% -$20.6K ﹤0.01% 238
2023
Q2 		$24K Sell
1,048
-14
-1% -$326 0.01% 147
2023
Q1 		$24K Buy
1,062
+4
+0.4% +$93 0.01% 145
2022
Q4 		$24K Sell
1,058
-10
-0.9% -$228 0.01% 106
2022
Q3 		$24K Sell
1,068
-9,358
-90% -$223K 0.01% 98
2022
Q2 		$249K Sell
10,426
-18,926
-64% -$458K 0.11% 54
2022
Q1 		$742K Buy
29,352
+22,144
+307% +$575K 0.3% 41
2021
Q4 		$194K Sell
7,208
-3,192
-31% -$86.3K 0.08% 54
2021
Q3 		$282K Buy
10,400
+130
+1% +$3.56K 0.13% 45
2021
Q2 		$280K Sell
10,270
-864
-8% -$23.4K 0.13% 44
2021
Q1 		$300K Buy
11,134
+32
+0.3% +$878 0.15% 40
2020
Q4 		$311K Buy
11,102
+1,724
+18% +$48.2K 0.17% 34
2020
Q3 		$262K Sell
9,378
-6,220
-40% -$175K 0.15% 32
2020
Q2 		$438K Sell
15,598
-1,518,292
-99% -$42.2M 0.31% 18
2020
Q1 		$41.6M Buy
1,533,890
+237,188
+18% +$6.41M 22.62% 1
2019
Q4 		$34.6M Buy
1,296,702
+431,654
+50% +$11.6M 16.88% 2
2019
Q3 		$23.3M Buy
865,048
+860,540
+19,089% +$23M 13.92% 4
2019
Q2 		$119K Buy
4,508
+1,784
+65% +$46.4K 0.08% 29
2019
Q1 		$70K Hold
2,724
– – 0.05% 32
2018
Q4 		$68K Sell
2,724
-726
-21% -$18.1K 0.05% 30
2018
Q3 		$86K Sell
3,450
-2,178
-39% -$55K 0.06% 30
2018
Q2 		$142K Sell
5,628
-201,998
-97% -$5.1M 0.11% 25
2018
Q1 		$5.3M Sell
207,626
-333,592
-62% -$8.53M 4.6% 6
2017
Q4 		$14.1M Buy
541,218
+11,458
+2% +$299K 11.53% 4
2017
Q3 		$13.9M Sell
529,760
-100,396
-16% -$2.63M 13.53% 3
2017
Q2 		$16.5M Buy
630,156
+27,240
+5% +$710K 15.25% 3
2017
Q1 		$15.6M Sell
602,916
-352,636
-37% -$9.1M 16.13% 3
2016
Q4 		$25.6M Hold
955,552
– – 22.13% 2
2016
Q3 		$25.6M Sell
955,552
-64,054
-6% -$1.72M 22.13% 2
2016
Q2 		$27.4M Sell
1,019,606
-3,974
-0.4% -$105K 24.57% 2
2016
Q1 		$27M Buy
1,023,580
+302,944
+42% +$7.91M 21.94% 2
2015
Q4 		$18.6M Sell
720,636
-225,044
-24% -$5.83M 15.49% 2
2015
Q3 		$24.7M Buy
945,680
+8,178
+0.9% +$212K 20.14% 2
2015
Q2 		$24.2M Buy
937,502
+38,146
+4% +$997K 18.6% 2
2015
Q1 		$23.8M Buy
899,356
+250,932
+39% +$6.62M 16.35% 2
2014
Q4 		$17M Buy
+648,424
New +$16.9M 12.72% 3

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
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 $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 22.96% 1-Year Est. Return

Ogorek Anthony Joseph's SCHZ Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 499 shares — an estimated $11K sold.

Ogorek Anthony Joseph first reported a position in SCHZ in Q4 2014 and held it in 45 quarters. The position peaked at $41.6M in Q1 2020. 672 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ogorek Anthony Joseph reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 499 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $11K.
  • Ogorek Anthony Joseph first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and held it in 45 quarters.
  • Ogorek Anthony Joseph's Schwab US Aggregate Bond ETF position peaked at $41.6M in Q1 2020.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.