PA
SCHZ icon

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

Parallel 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 		$520K Buy
22,405
+1,935
+9% +$45.3K 0.01% 709
2025
Q4 		$478K Buy
20,470
+479
+2% +$11.2K 0.01% 704
2025
Q3 		$469K Buy
19,991
+978
+5% +$22.7K 0.01% 688
2025
Q2 		$442K Buy
19,013
+17,783
+1,446% +$408K 0.01% 682
2025
Q1 		$28.5K Sell
1,230
-164
-12% -$3.76K ﹤0.01% 1952
2024
Q4 		$31.7K Buy
1,394
+2
+0.1% +$46 ﹤0.01% 1912
2024
Q3 		$33.1K Sell
1,392
-1,314
-49% -$30.8K ﹤0.01% 1829
2024
Q2 		$61.7K Sell
2,706
-37,070
-93% -$840K ﹤0.01% 1419
2024
Q1 		$915K Buy
39,776
+810
+2% +$18.6K 0.02% 386
2023
Q4 		$908K Sell
38,966
-14,884
-28% -$333K 0.03% 355
2023
Q3 		$1.19M Buy
53,850
+13,648
+34% +$309K 0.04% 285
2023
Q2 		$928K Buy
40,202
+5,422
+16% +$126K 0.03% 327
2023
Q1 		$816K Buy
34,780
+610
+2% +$14.2K 0.03% 347
2022
Q4 		$780K Buy
34,170
+2,006
+6% +$45.7K 0.03% 303
2022
Q3 		$729K Sell
32,164
-5,380
-14% -$128K 0.03% 297
2022
Q2 		$899K Buy
37,544
+2,102
+6% +$50.9K 0.04% 262
2022
Q1 		$896K Sell
35,442
-3,026
-8% -$78.6K 0.04% 293
2021
Q4 		$1.04M Sell
38,468
-1,032
-3% -$27.9K 0.04% 265
2021
Q3 		$1.07M Sell
39,500
-11,332
-22% -$311K 0.04% 250
2021
Q2 		$1.39M Sell
50,832
-1,922
-4% -$52.2K 0.06% 209
2021
Q1 		$1.42M Buy
52,754
+6,602
+14% +$181K 0.07% 185
2020
Q4 		$1.29M Buy
46,152
+8,080
+21% +$226K 0.07% 181
2020
Q3 		$1.07M Buy
38,072
+5,660
+17% +$160K 0.07% 181
2020
Q2 		$911K Buy
32,412
+1,162
+4% +$32.3K 0.06% 189
2020
Q1 		$847K Sell
31,250
-2,236
-7% -$60.4K 0.07% 165
2019
Q4 		$895K Sell
33,486
-17,130
-34% -$459K 0.07% 199
2019
Q3 		$1.36M Buy
50,616
+9,698
+24% +$259K 0.12% 138
2019
Q2 		$1.08M Buy
40,918
+3,070
+8% +$79.8K 0.11% 140
2019
Q1 		$982K Buy
37,848
+34,876
+1,173% +$890K 0.11% 138
2018
Q4 		$75K Buy
2,972
+544
+22% +$13.6K 0.01% 625
2018
Q3 		$61K Buy
2,428
+74
+3% +$1.87K 0.01% 751
2018
Q2 		$59K Buy
2,354
+814
+53% +$20.6K 0.01% 684
2018
Q1 		$39K Buy
1,540
+260
+20% +$6.65K 0.01% 789
2017
Q4 		$33K Buy
1,280
+8
+0.6% +$209 0.01% 843
2017
Q3 		$33K Sell
1,272
-1,974
-61% -$51.7K 0.01% 817
2017
Q2 		$85K Buy
3,246
+2,770
+582% +$72.3K 0.02% 525
2017
Q1 		$12K Sell
476
-300
-39% -$7.74K ﹤0.01% 1153
2016
Q4 		$20K Buy
+776
New +$20.3K ﹤0.01% 860

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

Parallel Advisors's SCHZ Position: Q1 2026 in Review

Parallel Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.5% in Q1 2026, buying an estimated $45.3K and bringing the position to 22,405 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #709.

Parallel Advisors first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.42M in Q1 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Parallel Advisors held 22,405 shares of Schwab US Aggregate Bond ETF worth $520K as of Q1 2026.
  • Parallel Advisors bought 1,935 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $45.3K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #709 holding.
  • Parallel Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Schwab US Aggregate Bond ETF position peaked at $1.42M in Q1 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.