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Private Advisor Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Private Advisor 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 		$1.45M Buy
62,248
+6,612
+12% +$155K 0.01% 1206
2025
Q4 		$1.3M Sell
55,636
-1,490
-3% -$35K 0.01% 1261
2025
Q3 		$1.34M Buy
57,126
+5,612
+11% +$130K 0.01% 1205
2025
Q2 		$1.2M Sell
51,514
-5,066
-9% -$116K 0.01% 1207
2025
Q1 		$1.31M Sell
56,580
-9,432
-14% -$216K 0.01% 1110
2024
Q4 		$1.5M Buy
66,012
+1,684
+3% +$38.9K 0.01% 1013
2024
Q3 		$1.53M Buy
64,328
+17,618
+38% +$413K 0.01% 1017
2024
Q2 		$1.06M Sell
46,710
-56
-0.1% -$1.27K 0.01% 1171
2024
Q1 		$1.08M Sell
46,766
-4,460
-9% -$103K 0.01% 1129
2023
Q4 		$1.19M Sell
51,226
-1,756
-3% -$39.3K 0.01% 1027
2023
Q3 		$1.17M Sell
52,982
-3,956
-7% -$89.7K 0.01% 960
2023
Q2 		$1.31M Buy
56,938
+17,542
+45% +$408K 0.01% 917
2023
Q1 		$924K Sell
39,396
-1,446
-4% -$33.6K 0.01% 1032
2022
Q4 		$587K Buy
40,842
+3,258
+9% +$74.2K 0.03% 521
2022
Q3 		$852K Sell
37,584
-1,388
-4% -$33K 0.01% 993
2022
Q2 		$933K Sell
38,972
-16,160
-29% -$391K 0.01% 1098
2022
Q1 		$1.39M Buy
55,132
+2,148
+4% +$55.8K 0.01% 945
2021
Q4 		$1.43M Sell
52,984
-29,884
-36% -$808K 0.01% 951
2021
Q3 		$2.25M Buy
82,868
+30,762
+59% +$843K 0.01% 838
2021
Q2 		$1.42M Buy
52,106
+4,712
+10% +$128K 0.01% 886
2021
Q1 		$1.28M Buy
47,394
+14,162
+43% +$389K 0.01% 891
2020
Q4 		$931K Buy
33,232
+1,052
+3% +$29.4K 0.01% 937
2020
Q3 		$903K Buy
32,180
+3,788
+13% +$107K 0.01% 824
2020
Q2 		$798K Sell
28,392
-1,476
-5% -$41.1K 0.01% 848
2020
Q1 		$811K Sell
29,868
-8,212
-22% -$222K 0.01% 729
2019
Q4 		$1.02M Sell
38,080
-69,732
-65% -$1.87M 0.02% 747
2019
Q3 		$2.9M Buy
107,812
+9,622
+10% +$257K 0.05% 422
2019
Q2 		$2.6M Buy
98,190
+78,810
+407% +$2.05M 0.05% 402
2019
Q1 		$503K Sell
19,380
-67,950
-78% -$1.73M 0.01% 968
2018
Q4 		$2.21M Buy
87,330
+68,564
+365% +$1.71M 0.05% 351
2018
Q3 		$471K Buy
18,766
+5,022
+37% +$127K 0.01% 1031
2018
Q2 		$347K Sell
13,744
-1,020
-7% -$25.8K 0.01% 920
2018
Q1 		$377K Sell
14,764
-374
-2% -$9.56K 0.01% 784
2017
Q4 		$393K Buy
15,138
+3,282
+28% +$85.6K 0.02% 776
2017
Q3 		$310K Buy
+11,856
New +$311K 0.01% 1123
2017
Q2 		– Sell
-28,378
Closed -$735K – 1462
2017
Q1 		$735K Buy
28,378
+18,238
+180% +$471K 0.02% 650
2016
Q4 		$263K Sell
10,140
-6,910
-41% -$181K 0.01% 1012
2016
Q3 		$455K Buy
17,050
+5,846
+52% +$157K 0.02% 689
2016
Q2 		$302K Buy
+11,204
New +$297K 0.01% 815

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

Private Advisor Group's SCHZ Position: Q1 2026 in Review

Private Advisor Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q1 2026, buying an estimated $155K and bringing the position to 62,248 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1206.

Private Advisor Group first reported a position in SCHZ in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.9M in Q3 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Private Advisor Group held 62,248 shares of Schwab US Aggregate Bond ETF worth $1.45M as of Q1 2026.
  • Private Advisor Group bought 6,612 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $155K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1206 holding.
  • Private Advisor Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and has held it in 39 quarters since.
  • Private Advisor Group's Schwab US Aggregate Bond ETF position peaked at $2.9M in Q3 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.