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Prospera Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Prospera Financial Services’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 		– Sell
-9,170
Closed -$215K – 1492
2025
Q4 		$215K Buy
+9,170
New +$215K ﹤0.01% 1267
2025
Q3 		– Sell
-9,024
Closed -$210K – 1396
2025
Q2 		$210K Buy
9,024
+180
+2% +$4.13K ﹤0.01% 1239
2025
Q1 		$205K Sell
8,844
-56
-0.6% -$1.28K ﹤0.01% 1118
2024
Q4 		$202K Buy
8,900
+78
+0.9% +$1.8K ﹤0.01% 1081
2024
Q3 		$210K Sell
8,822
-524
-6% -$12.3K 0.01% 1066
2024
Q2 		$213K Buy
+9,346
New +$212K 0.01% 1049
2023
Q4 		– Sell
-9,816
Closed -$218K – 1104
2023
Q3 		$218K Buy
+9,816
New +$222K 0.01% 919
2022
Q4 		– Sell
-11,240
Closed -$255K – 948
2022
Q3 		$255K Sell
11,240
-2,634
-19% -$62.7K 0.01% 703
2022
Q2 		$333K Sell
13,874
-5,900
-30% -$143K 0.02% 603
2022
Q1 		$501K Sell
19,774
-3,228
-14% -$83.8K 0.02% 592
2021
Q4 		$621K Sell
23,002
-288
-1% -$7.79K 0.03% 510
2021
Q3 		$633K Sell
23,290
-2,758
-11% -$75.6K 0.03% 470
2021
Q2 		$712K Buy
26,048
+1,654
+7% +$44.9K 0.04% 441
2021
Q1 		$659K Sell
24,394
-1,506
-6% -$41.3K 0.04% 428
2020
Q4 		$726K Buy
25,900
+24,246
+1,466% +$678K 0.05% 348
2020
Q3 		$46K Sell
1,654
-24,034
-94% -$678K 0.02% 653
2020
Q2 		$722K Sell
25,688
-2,178
-8% -$60.6K 0.06% 290
2020
Q1 		$756K Buy
27,866
+190
+0.7% +$5.13K 0.08% 234
2019
Q4 		$739K Buy
27,676
+4,408
+19% +$118K 0.06% 302
2019
Q3 		$626K Buy
+23,268
New +$622K 0.06% 254

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

Prospera Financial Services's SCHZ Position: Q1 2026 in Review

Prospera Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 9,170 shares — an estimated $215K sold.

Prospera Financial Services first reported a position in SCHZ in Q3 2019 and held it in 20 quarters. The position peaked at $756K in Q1 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Prospera Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 9,170 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $215K.
  • Prospera Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and held it in 20 quarters.
  • Prospera Financial Services's Schwab US Aggregate Bond ETF position peaked at $756K in Q1 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.