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Optima Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Optima Capital’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
-4,680
Closed -$109K – 1081
2025
Q4 		$109K Buy
+4,680
New +$110K 0.05% 209
2025
Q1 		– Sell
-65,021
Closed -$1.48M – 162
2024
Q4 		$1.48M Buy
+65,021
New +$1.5M 1.02% 27

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

Optima Capital's SCHZ Position: Q1 2026 in Review

Optima Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 4,680 shares — an estimated $109K sold.

Optima Capital first reported a position in SCHZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.48M in Q4 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Optima Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 4,680 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $109K.
  • Optima Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's Schwab US Aggregate Bond ETF position peaked at $1.48M in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.