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

Opes 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
Q1 		$251K Buy
10,816
+169
+2% +$3.96K 0.04% 127
2025
Q4 		$249K Buy
10,647
+70
+0.7% +$1.64K 0.04% 135
2025
Q3 		$248K Buy
10,577
+223
+2% +$5.18K 0.04% 131
2025
Q2 		$241K Sell
10,354
-3,240
-24% -$74.3K 0.04% 133
2025
Q1 		$315K Buy
13,594
+302
+2% +$6.92K 0.06% 112
2024
Q4 		$302K Sell
13,292
-3,396
-20% -$78.5K 0.06% 111
2024
Q3 		$396K Buy
16,688
+4,306
+35% +$101K 0.08% 95
2024
Q2 		$282K Buy
12,382
+196
+2% +$4.44K 0.06% 114
2024
Q1 		$280K Sell
12,186
-2,738
-18% -$63K 0.06% 110
2023
Q4 		$348K Sell
14,924
-4,908
-25% -$110K 0.08% 98
2023
Q3 		$439K Sell
19,832
-2,724
-12% -$61.7K 0.12% 85
2023
Q2 		$521K Sell
22,556
-4,352
-16% -$101K 0.15% 80
2023
Q1 		$631K Sell
26,908
-10,016
-27% -$233K 0.2% 56
2022
Q4 		$843K Sell
36,924
-13,488
-27% -$307K 0.31% 54
2022
Q3 		$1.14M Sell
50,412
-3,704
-7% -$88.2K 0.46% 42
2022
Q2 		$1.29M Sell
54,116
-1,662
-3% -$40.2K 0.52% 39
2022
Q1 		$1.41M Sell
55,778
-4,026
-7% -$105K 0.46% 41
2021
Q4 		$1.61M Sell
59,804
-2,986
-5% -$80.7K 0.5% 41
2021
Q3 		$1.7M Sell
62,790
-54
-0.1% -$1.48K 0.6% 37
2021
Q2 		$1.72M Sell
62,844
-14,982
-19% -$407K 0.64% 33
2021
Q1 		$2.1M Sell
77,826
-16,774
-18% -$460K 0.82% 29
2020
Q4 		$2.65M Sell
94,600
-23,938
-20% -$669K 1.28% 26
2020
Q3 		$3.32M Sell
118,538
-208,682
-64% -$5.89M 1.59% 19
2020
Q2 		$9.2M Sell
327,220
-138,238
-30% -$3.85M 4.69% 4
2020
Q1 		$12.6M Sell
465,458
-213,774
-31% -$5.77M 9.51% 2
2019
Q4 		$18.1M Buy
679,232
+83,484
+14% +$2.24M 11.12% 2
2019
Q3 		$16M Buy
595,748
+85,122
+17% +$2.28M 10.59% 2
2019
Q2 		$13.5M Buy
510,626
+14,282
+3% +$371K 9.25% 2
2019
Q1 		$12.9M Buy
+496,344
New +$12.7M 9.41% 2

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

Opes Wealth Management's SCHZ Position: Q1 2026 in Review

Opes Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q1 2026, buying an estimated $3.96K and bringing the position to 10,816 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #127.

Opes Wealth Management first reported a position in SCHZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.1M in Q4 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Opes Wealth Management held 10,816 shares of Schwab US Aggregate Bond ETF worth $251K as of Q1 2026.
  • Opes Wealth Management bought 169 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.96K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Opes Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's Schwab US Aggregate Bond ETF position peaked at $18.1M in Q4 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.