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

Regal Investment 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 		$254K Buy
+10,943
New +$256K 0.01% 569
2025
Q1 		– Sell
-75,603
Closed -$1.72M – 487
2024
Q4 		$1.72M Buy
75,603
+15,071
+25% +$348K 0.13% 175
2024
Q3 		$1.44M Buy
60,532
+4,498
+8% +$105K 0.1% 207
2024
Q2 		$1.28M Buy
56,034
+12,616
+29% +$286K 0.08% 224
2024
Q1 		$999K Buy
43,418
+536
+1% +$12.3K 0.07% 242
2023
Q4 		$1,000K Buy
42,882
+5,652
+15% +$126K 0.08% 225
2023
Q3 		$823K Buy
37,230
+2,644
+8% +$59.9K 0.07% 228
2023
Q2 		$798K Buy
34,586
+3,568
+12% +$83K 0.07% 223
2023
Q1 		$728K Buy
31,018
+11,288
+57% +$263K 0.06% 232
2022
Q4 		$450K Sell
19,730
-1,840
-9% -$41.9K 0.04% 295
2022
Q3 		$489K Buy
21,570
+6,304
+41% +$150K 0.05% 272
2022
Q2 		$365K Buy
15,266
+4,268
+39% +$103K 0.04% 335
2022
Q1 		$278K Buy
10,998
+3,202
+41% +$83.2K 0.03% 431
2021
Q4 		$210K Buy
+7,796
New +$211K 0.02% 512
2013
Q4 		– Sell
-14,928
Closed -$379K – 940
2013
Q3 		$379K Buy
14,928
+14,926
+746,300% +$376K 0.22% 120
2013
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 900

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

Regal Investment Advisors's SCHZ Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026: 10,943 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SCHZ as recently as Q4 2024.

Regal Investment Advisors first reported a position in SCHZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Regal Investment Advisors held 10,943 shares of Schwab US Aggregate Bond ETF worth $254K as of Q1 2026.
  • Schwab US Aggregate Bond ETF was a new Regal Investment Advisors position in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #569 holding.
  • Regal Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 16 quarters since.
  • Regal Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $1.72M in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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