Redwood Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Redwood Investment 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	$4.14M	Buy	178,239 +2,774	+2%	+$64.9K	0.51%	27
2025 Q4	$4.1M	Buy	175,465 +23,252	+15%	+$546K	0.46%	30
2025 Q3	$3.57M	Buy	152,213 +17,653	+13%	+$410K	0.39%	42
2025 Q2	$3.13M	Sell	134,560 -5,302	-4%	-$122K	0.33%	64
2025 Q1	$3.24M	Buy	139,862 +9,597	+7%	+$220K	0.35%	57
2024 Q4	$2.96M	Buy	130,265 +10,241	+9%	+$237K	0.29%	58
2024 Q3	$2.85M	Buy	120,024 +7,628	+7%	+$179K	0.25%	65
2024 Q2	$2.56M	Buy	112,396 +11,952	+12%	+$271K	0.22%	91
2024 Q1	$2.31M	Buy	100,444 +25,560	+34%	+$588K	0.22%	100
2023 Q4	$1.75M	Buy	74,884 +28,470	+61%	+$637K	0.16%	149
2023 Q3	$1.03M	Buy	+46,414	New	+$1.05M	0.09%	228

Other funds holding SCHZ

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 $4.02B AUM 20% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Redwood Investment Management's SCHZ Position: Q1 2026 in Review

Redwood Investment Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q1 2026, buying an estimated $64.9K and bringing the position to 178,239 shares worth $4.14M. The position accounts for 0.51% of the portfolio, ranked #27.

Redwood Investment Management first reported a position in SCHZ in Q3 2023 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Redwood Investment Management held 178,239 shares of Schwab US Aggregate Bond ETF worth $4.14M as of Q1 2026.
Redwood Investment Management bought 2,774 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $64.9K.
Schwab US Aggregate Bond ETF made up 0.51% of Redwood Investment Management's portfolio in Q1 2026, its #27 holding.
Redwood Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.