HNH
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Hopwood Nicholas Hunter’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hopwood Nicholas Hunter’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 		$2.27M Sell
97,709
-1,824
-2% -$42.7K 0.72% 45
2025
Q4 		$2.33M Buy
+99,533
New +$2.34M 0.76% 40

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.02B AUM 20% 1-Year Est. Return
Ameriprise
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return

Hopwood Nicholas Hunter's SCHZ Position: Q1 2026 in Review

Hopwood Nicholas Hunter reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q1 2026, selling an estimated $42.7K and leaving 97,709 shares worth $2.27M. The position accounts for 0.72% of the portfolio, ranked #45.

Hopwood Nicholas Hunter first reported a position in SCHZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.33M in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Hopwood Nicholas Hunter held 97,709 shares of Schwab US Aggregate Bond ETF worth $2.27M as of Q1 2026.
  • Hopwood Nicholas Hunter sold 1,824 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $42.7K.
  • Schwab US Aggregate Bond ETF made up 0.72% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #45 holding.
  • Hopwood Nicholas Hunter first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Hopwood Nicholas Hunter's Schwab US Aggregate Bond ETF position peaked at $2.33M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.