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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
Q2 		$4.57M Buy
197,656
+19,417
+11% +$449K 0.45% 28
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Redwood Investment Management's SCHZ Position: Q2 2026 in Review

Redwood Investment Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q2 2026, buying an estimated $449K and bringing the position to 197,656 shares worth $4.57M. The position accounts for 0.45% of the portfolio, ranked #28.

Redwood Investment Management first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Redwood Investment Management held 197,656 shares of Schwab US Aggregate Bond ETF worth $4.57M as of Q2 2026.
  • Redwood Investment Management bought 19,417 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $449K.
  • Schwab US Aggregate Bond ETF made up 0.45% of Redwood Investment Management's portfolio in Q2 2026, its #28 holding.
  • Redwood Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.