RWM
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RBA Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

RBA Wealth Management’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 		$501K Buy
21,562
+167
+0.8% +$3.91K 0.18% 67
2025
Q4 		$500K Buy
21,395
+2,354
+12% +$55.3K 0.17% 65
2025
Q3 		$447K Buy
19,041
+1,398
+8% +$32.5K 0.15% 68
2025
Q2 		$410K Buy
17,643
+491
+3% +$11.3K 0.15% 70
2025
Q1 		$397K Buy
17,152
+402
+2% +$9.21K 0.16% 68
2024
Q4 		$380K Sell
16,750
-1,060
-6% -$24.5K 0.14% 69
2024
Q3 		$423K Buy
17,810
+1,160
+7% +$27.2K 0.16% 66
2024
Q2 		$379K Buy
16,650
+1,976
+13% +$44.8K 0.15% 67
2024
Q1 		$338K Buy
14,674
+198
+1% +$4.55K 0.14% 70
2023
Q4 		$337K Buy
14,476
+104
+0.7% +$2.33K 0.15% 68
2023
Q3 		$318K Buy
14,372
+986
+7% +$22.3K 0.15% 70
2023
Q2 		$309K Sell
13,386
-1,090
-8% -$25.4K 0.14% 71
2023
Q1 		$340K Sell
14,476
-460
-3% -$10.7K 0.17% 71
2022
Q4 		$341K Buy
14,936
+1,022
+7% +$23.3K 0.18% 68
2022
Q3 		$315K Buy
13,914
+2,454
+21% +$58.4K 0.18% 69
2022
Q2 		$274K Sell
11,460
-816
-7% -$19.8K 0.15% 80
2022
Q1 		$310K Buy
12,276
+304
+3% +$7.89K 0.15% 81
2021
Q4 		$323K Buy
+11,972
New +$324K 0.15% 85
2021
Q1 		– Sell
-9,542
Closed -$267K – 257
2020
Q4 		$267K Buy
9,542
+132
+1% +$3.69K 0.16% 90
2020
Q3 		$264K Buy
9,410
+72
+0.8% +$2.03K 0.18% 89
2020
Q2 		$263K Buy
9,338
+204
+2% +$5.68K 0.19% 88
2020
Q1 		$248K Sell
9,134
-24,504
-73% -$662K 0.21% 86
2019
Q4 		$898K Sell
33,638
-2,592
-7% -$69.5K 0.61% 48
2019
Q3 		$975K Buy
36,230
+3,178
+10% +$85K 0.74% 46
2019
Q2 		$876K Buy
33,052
+1,738
+6% +$45.2K 0.68% 47
2019
Q1 		$809K Buy
+31,314
New +$799K 0.63% 48

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

RBA Wealth Management's SCHZ Position: Q1 2026 in Review

RBA Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.78% in Q1 2026, buying an estimated $3.91K and bringing the position to 21,562 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #67.

RBA Wealth Management first reported a position in SCHZ in Q1 2019 and has held it in 26 quarters since. The position peaked at $975K in Q3 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • RBA Wealth Management held 21,562 shares of Schwab US Aggregate Bond ETF worth $501K as of Q1 2026.
  • RBA Wealth Management bought 167 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.91K.
  • Schwab US Aggregate Bond ETF made up 0.18% of RBA Wealth Management's portfolio in Q1 2026, its #67 holding.
  • RBA Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • RBA Wealth Management's Schwab US Aggregate Bond ETF position peaked at $975K in Q3 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.