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
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
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

Qube Research & Technologies (QRT)'s SCHZ Position: Q1 2026 in Review

Qube Research & Technologies (QRT) opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 1,418 shares worth $32.9K. The stake represents ﹤0.01% of the portfolio and ranks #3233 among its holdings. This is a return to the name: Qube Research & Technologies (QRT) previously reported a position in SCHZ as recently as Q2 2022.

Qube Research & Technologies (QRT) first reported a position in SCHZ in Q4 2019 and has held it in 8 quarters since. The position peaked at $52.6M in Q2 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Qube Research & Technologies (QRT) held 1,418 shares of Schwab US Aggregate Bond ETF worth $32.9K as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Qube Research & Technologies (QRT) position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3233 holding.
  • Qube Research & Technologies (QRT) first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 8 quarters since.
  • Qube Research & Technologies (QRT)'s Schwab US Aggregate Bond ETF position peaked at $52.6M in Q2 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.