Qube Research & Technologies (QRT)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Qube Research & Technologies (QRT)’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 Q2	–	Sell	-1,418	Closed	-$32.9K	–	3995
2026 Q1	$32.9K	Buy	+1,418	New	+$33.2K	﹤0.01%	3233
2022 Q3	–	Sell	-44,882	Closed	-$1.07M	–	2964
2022 Q2	$1.07M	Buy	+44,882	New	+$1.09M	0.01%	1076
2021 Q3	–	Sell	-421,570	Closed	-$11.5M	–	2707
2021 Q2	$11.5M	Buy	+421,570	New	+$11.4M	0.13%	182
2021 Q1	–	Sell	-1,780,652	Closed	-$49.9M	–	2352
2020 Q4	$49.9M	Buy	1,780,652 +1,360,604	+324%	+$38M	0.71%	13
2020 Q3	$11.8M	Sell	420,048 -1,451,756	-78%	-$40.9M	0.17%	138
2020 Q2	$52.6M	Buy	1,871,804 +1,200,004	+179%	+$33.4M	0.77%	11
2020 Q1	$18.2M	Buy	671,800 +545,664	+433%	+$14.7M	0.75%	17
2019 Q4	$3.37M	Buy	+126,136	New	+$3.38M	0.11%	216

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Qube Research & Technologies (QRT)'s SCHZ Position: Q2 2026 in Review

Qube Research & Technologies (QRT) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 1,418 shares — an estimated $32.9K sold.

Qube Research & Technologies (QRT) first reported a position in SCHZ in Q4 2019 and held it in 8 quarters. The position peaked at $52.6M in Q2 2020. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Qube Research & Technologies (QRT) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Qube Research & Technologies (QRT) sold 1,418 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $32.9K.
Qube Research & Technologies (QRT) first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
Qube Research & Technologies (QRT)'s Schwab US Aggregate Bond ETF position peaked at $52.6M in Q2 2020.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.