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

Prestige Wealth Management 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 		$102K Sell
4,403
-5,874
-57% -$137K 0.02% 203
2025
Q4 		$240K Buy
10,277
+2,959
+40% +$69.5K 0.05% 151
2025
Q3 		$172K Sell
7,318
-208
-3% -$4.83K 0.03% 179
2025
Q2 		$175K Sell
7,526
-168
-2% -$3.85K 0.04% 172
2025
Q1 		$178K Buy
7,694
+1,584
+26% +$36.3K 0.04% 158
2024
Q4 		$139K Sell
6,110
-460
-7% -$10.6K 0.03% 176
2024
Q3 		$156K Hold
6,570
– – 0.03% 165
2024
Q2 		$150K Sell
6,570
-1,476
-18% -$33.5K 0.03% 152
2024
Q1 		$185K Sell
8,046
-9,260
-54% -$213K 0.04% 156
2023
Q4 		$403K Buy
17,306
+8,488
+96% +$190K 0.09% 96
2023
Q3 		$195K Sell
8,818
-11,620
-57% -$263K 0.05% 138
2023
Q2 		$472K Sell
20,438
-382
-2% -$8.89K 0.11% 89
2023
Q1 		$488K Sell
20,820
-17,036
-45% -$396K 0.12% 87
2022
Q4 		$864K Buy
37,856
+21,830
+136% +$497K 0.23% 57
2022
Q3 		$363K Buy
16,026
+9,880
+161% +$235K 0.1% 98
2022
Q2 		$147K Buy
6,146
+2,242
+57% +$54.3K 0.04% 151
2022
Q1 		$99K Sell
3,904
-36,152
-90% -$939K 0.02% 184
2021
Q4 		$1.08M Buy
40,056
+37,794
+1,671% +$1.02M 0.26% 45
2021
Q3 		$61K Sell
2,262
-5,426
-71% -$149K 0.02% 236
2021
Q2 		$210K Sell
7,688
-23,450
-75% -$636K 0.06% 126
2021
Q1 		$840K Sell
31,138
-9,278
-23% -$255K 0.23% 50
2020
Q4 		$1.13M Buy
40,416
+34,116
+542% +$954K 0.31% 38
2020
Q3 		$177K Hold
6,300
– – 0.05% 126
2020
Q2 		$177K Buy
+6,300
New +$175K 0.06% 110

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

Prestige Wealth Management Group's SCHZ Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 57% in Q1 2026, selling an estimated $137K and leaving 4,403 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #203.

Prestige Wealth Management Group first reported a position in SCHZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Prestige Wealth Management Group held 4,403 shares of Schwab US Aggregate Bond ETF worth $102K as of Q1 2026.
  • Prestige Wealth Management Group sold 5,874 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $137K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Prestige Wealth Management Group's portfolio in Q1 2026, its #203 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Schwab US Aggregate Bond ETF position peaked at $1.13M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.