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Parkside Financial Bank & Trust’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Parkside Financial Bank & Trust’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 		$207K Buy
8,935
+62
+0.7% +$1.45K 0.02% 447
2025
Q4 		$207K Sell
8,873
-12
-0.1% -$282 0.02% 444
2025
Q3 		$209K Buy
8,885
+90
+1% +$2.09K 0.02% 434
2025
Q2 		$204K Buy
8,795
+89
+1% +$2.04K 0.02% 424
2025
Q1 		$202K Buy
8,706
+62
+0.7% +$1.42K 0.03% 382
2024
Q4 		$196K Buy
8,644
+112
+1% +$2.59K 0.03% 382
2024
Q3 		$203K Buy
8,532
+82
+1% +$1.92K 0.03% 361
2024
Q2 		$193K Buy
8,450
+82
+1% +$1.86K 0.03% 354
2024
Q1 		$192K Buy
8,368
+54
+0.6% +$1.24K 0.03% 355
2023
Q4 		$194K Buy
8,314
+100
+1% +$2.24K 0.04% 317
2023
Q3 		$182K Buy
8,214
+70
+0.9% +$1.59K 0.04% 276
2023
Q2 		$188K Buy
8,144
+62
+0.8% +$1.44K 0.04% 271
2023
Q1 		$190K Sell
8,082
-3,618
-31% -$84.2K 0.05% 244
2022
Q4 		$267K Buy
11,700
+2,180
+23% +$49.6K 0.08% 186
2022
Q3 		$216K Buy
9,520
+54
+0.6% +$1.29K 0.07% 202
2022
Q2 		$227K Sell
9,466
-522
-5% -$12.6K 0.07% 198
2022
Q1 		$253K Buy
9,988
+94
+1% +$2.44K 0.07% 205
2021
Q4 		$267K Sell
9,894
-504
-5% -$13.6K 0.07% 207
2021
Q3 		$282K Sell
10,398
-190
-2% -$5.21K 0.08% 166
2021
Q2 		$289K Buy
10,588
+196
+2% +$5.32K 0.08% 156
2021
Q1 		$280K Buy
10,392
+230
+2% +$6.31K 0.08% 158
2020
Q4 		$285K Buy
10,162
+248
+3% +$6.93K 0.09% 152
2020
Q3 		$278K Buy
9,914
+16
+0.2% +$451 0.1% 142
2020
Q2 		$278K Buy
9,898
+264
+3% +$7.34K 0.09% 161
2020
Q1 		$261K Sell
9,634
-446
-4% -$12K 0.1% 146
2019
Q4 		$269K Buy
10,080
+206
+2% +$5.52K 0.08% 167
2019
Q3 		$266K Sell
9,874
-50
-0.5% -$1.34K 0.09% 159
2019
Q2 		$263K Sell
9,924
-2,678
-21% -$69.7K 0.09% 160
2019
Q1 		$327K Buy
12,602
+334
+3% +$8.52K 0.11% 143
2018
Q4 		$310K Sell
12,268
-22,894
-65% -$572K 0.11% 132
2018
Q3 		$883K Buy
35,162
+28,724
+446% +$726K 0.31% 53
2018
Q2 		$163K Hold
6,438
– – 0.06% 184
2018
Q1 		$164K Buy
6,438
+14
+0.2% +$358 0.06% 182
2017
Q4 		$167K Hold
6,424
– – 0.06% 181
2017
Q3 		$168K Hold
6,424
– – 0.07% 167
2017
Q2 		$168K Sell
6,424
-94
-1% -$2.45K 0.07% 159
2017
Q1 		$169K Buy
6,518
+1,146
+21% +$29.6K 0.07% 154
2016
Q4 		$138K Buy
5,372
+202
+4% +$5.28K 0.06% 185
2016
Q3 		$139K Buy
5,170
+1,244
+32% +$33.4K 0.06% 190
2016
Q2 		$105K Buy
3,926
+22
+0.6% +$583 0.05% 210
2016
Q1 		$103K Sell
3,904
-182
-4% -$4.75K 0.05% 218
2015
Q4 		$105K Buy
4,086
+388
+10% +$10.1K 0.05% 217
2015
Q3 		$96K Buy
+3,698
New +$95.9K 0.05% 209

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

Parkside Financial Bank & Trust's SCHZ Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.7% in Q1 2026, buying an estimated $1.45K and bringing the position to 8,935 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #447.

Parkside Financial Bank & Trust first reported a position in SCHZ in Q3 2015 and has held it in 43 quarters since. The position peaked at $883K in Q3 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Parkside Financial Bank & Trust held 8,935 shares of Schwab US Aggregate Bond ETF worth $207K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 62 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.45K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #447 holding.
  • Parkside Financial Bank & Trust first reported a position in Schwab US Aggregate Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Schwab US Aggregate Bond ETF position peaked at $883K in Q3 2018.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.