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Rational Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rational Advisors’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 		$71.4M Buy
+3,076,262
New +$72M 7.29% 1
2024
Q1 		– Sell
-4,310,962
Closed -$100M – 221
2023
Q4 		$100M Sell
4,310,962
-313,318
-7% -$7.01M 10.23% 2
2023
Q3 		$102M Sell
4,624,280
-185,474
-4% -$4.2M 9.26% 3
2023
Q2 		$111M Sell
4,809,754
-85,638
-2% -$1.99M 9.19% 2
2023
Q1 		$115M Buy
+4,895,392
New +$114M 9.37% 3
2022
Q1 		– Sell
-5,736,580
Closed -$155M – 289
2021
Q4 		$155M Buy
5,736,580
+1,180,684
+26% +$31.9M 9.47% 2
2021
Q3 		$124M Buy
4,555,896
+1,917,440
+73% +$52.6M 9.66% 2
2021
Q2 		$72M Buy
2,638,456
+1,312,182
+99% +$35.6M 8.5% 2
2021
Q1 		$35.8M Buy
1,326,274
+668,776
+102% +$18.4M 6.61% 1
2020
Q4 		$18.4M Buy
657,498
+446,898
+212% +$12.5M 4.94% 2
2020
Q3 		$5.91M Buy
210,600
+112,818
+115% +$3.18M 2.53% 4
2020
Q2 		$2.75M Buy
97,782
+21,832
+29% +$607K 1.42% 7
2020
Q1 		$2.06M Sell
75,950
-18,192
-19% -$491K 1.5% 11
2019
Q4 		$2.52M Buy
94,142
+13,834
+17% +$371K 1.18% 10
2019
Q3 		$2.16M Buy
80,308
+19,204
+31% +$514K 0.84% 26
2019
Q2 		$1.62M Buy
61,104
+6,924
+13% +$180K 0.57% 45
2019
Q1 		$1.41M Buy
54,180
+14,788
+38% +$377K 0.38% 93
2018
Q4 		$996K Buy
39,392
+362
+0.9% +$9.04K 0.31% 76
2018
Q3 		$981K Buy
39,030
+12,256
+46% +$310K 0.23% 104
2018
Q2 		$678K Buy
26,774
+12,950
+94% +$327K 0.32% 101
2018
Q1 		$353K Buy
+13,824
New +$354K 0.17% 169

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

Rational Advisors's SCHZ Position: Q1 2026 in Review

Rational Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 3,076,262 shares worth $71.4M. The stake represents 7.29% of the portfolio and ranks #1 among its holdings. This is a return to the name: Rational Advisors previously reported a position in SCHZ as recently as Q4 2023.

Rational Advisors first reported a position in SCHZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $155M in Q4 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Rational Advisors held 3,076,262 shares of Schwab US Aggregate Bond ETF worth $71.4M as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Rational Advisors position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 7.29% of Rational Advisors's portfolio in Q1 2026, its #1 holding.
  • Rational Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • Rational Advisors's Schwab US Aggregate Bond ETF position peaked at $155M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.