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Orcam Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Orcam Financial Group’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 		$637K Sell
27,447
-10,510
-28% -$246K 0.45% 33
2025
Q4 		$887K Sell
37,957
-12,694
-25% -$298K 0.67% 24
2025
Q3 		$1.19M Buy
50,651
+182
+0.4% +$4.23K 0.96% 18
2025
Q2 		$1.17M Sell
50,469
-960
-2% -$22K 1.02% 18
2025
Q1 		$1.19M Buy
51,429
+124
+0.2% +$2.84K 1.12% 17
2024
Q4 		$1.16M Sell
51,305
-1,029
-2% -$23.8K 1.13% 16
2024
Q3 		$1.24M Buy
52,334
+176
+0.3% +$4.12K 1.2% 15
2024
Q2 		$1.19M Sell
52,158
-832
-2% -$18.9K 1.28% 15
2024
Q1 		$1.22M Sell
52,990
-4,116
-7% -$94.6K 1.33% 15
2023
Q4 		$1.33M Buy
57,106
+6,558
+13% +$147K 1.63% 12
2023
Q3 		$1.12M Sell
50,548
-3,352
-6% -$76K 1.5% 14
2023
Q2 		$1.24M Sell
53,900
-5,662
-10% -$132K 1.71% 11
2023
Q1 		$1.4M Buy
59,562
+114
+0.2% +$2.65K 1.94% 11
2022
Q4 		$1.36M Sell
59,448
-132
-0.2% -$3K 2.09% 11
2022
Q3 		$1.35M Sell
59,580
-622
-1% -$14.8K 2.29% 10
2022
Q2 		$1.44M Sell
60,202
-13,540
-18% -$328K 2.31% 10
2022
Q1 		$1.86M Sell
73,742
-20,568
-22% -$534K 2.66% 9
2021
Q4 		$2.54M Buy
+94,310
New +$2.55M 3.48% 9

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

Orcam Financial Group's SCHZ Position: Q1 2026 in Review

Orcam Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 28% in Q1 2026, selling an estimated $246K and leaving 27,447 shares worth $637K. The position accounts for 0.45% of the portfolio, ranked #33.

Orcam Financial Group first reported a position in SCHZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Orcam Financial Group held 27,447 shares of Schwab US Aggregate Bond ETF worth $637K as of Q1 2026.
  • Orcam Financial Group sold 10,510 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $246K.
  • Schwab US Aggregate Bond ETF made up 0.45% of Orcam Financial Group's portfolio in Q1 2026, its #33 holding.
  • Orcam Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Orcam Financial Group's Schwab US Aggregate Bond ETF position peaked at $2.54M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.