Qube Research & Technologies (QRT)
SCHZ icon

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

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HighTower Advisors
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Kohmann Bosshard Financial Services
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Rational Advisors
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. 674 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.
  • 674 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.