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

Rockbridge 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 		$225M Buy
9,693,597
+735,662
+8% +$17.2M 20.23% 1
2025
Q4 		$209M Buy
8,957,935
+999,097
+13% +$23.5M 19.47% 1
2025
Q3 		$187M Buy
7,958,838
+575,958
+8% +$13.4M 18.44% 1
2025
Q2 		$172M Buy
7,382,880
+477,759
+7% +$11M 18.39% 1
2025
Q1 		$160M Buy
6,905,121
+634,923
+10% +$14.5M 18.93% 1
2024
Q4 		$142M Buy
6,270,198
+572,992
+10% +$13.2M 18.24% 1
2024
Q3 		$135M Buy
5,697,206
+526,944
+10% +$12.3M 17.53% 1
2024
Q2 		$118M Buy
5,170,262
+302,714
+6% +$6.86M 16.7% 1
2024
Q1 		$112M Buy
4,867,548
+386,732
+9% +$8.89M 16.4% 1
2023
Q4 		$104M Buy
4,480,816
+331,392
+8% +$7.41M 15.98% 1
2023
Q3 		$91.8M Buy
4,149,424
+214,620
+5% +$4.86M 16.23% 1
2023
Q2 		$90.8M Buy
3,934,804
+259,510
+7% +$6.04M 15.97% 1
2023
Q1 		$86.2M Buy
3,675,294
+324,136
+10% +$7.54M 15.88% 1
2022
Q4 		$76.5M Buy
3,351,158
+122,034
+4% +$2.78M 15.5% 1
2022
Q3 		$73.2M Buy
3,229,124
+97,352
+3% +$2.32M 17.24% 1
2022
Q2 		$75M Buy
3,131,772
+111,662
+4% +$2.7M 16.28% 1
2022
Q1 		$76M Buy
3,020,110
+209,118
+7% +$5.43M 11.68% 1
2021
Q4 		$75.8M Buy
2,810,992
+272,730
+11% +$7.37M 11.16% 1
2021
Q3 		$68.9M Buy
2,538,262
+240,156
+10% +$6.58M 11.38% 1
2021
Q2 		$62.7M Buy
2,298,106
+309,098
+16% +$8.39M 10.63% 1
2021
Q1 		$53.7M Buy
1,989,008
+305,030
+18% +$8.37M 10.15% 1
2020
Q4 		$47.2M Buy
1,683,978
+247,066
+17% +$6.91M 9.65% 1
2020
Q3 		$40.3M Buy
1,436,912
+300,816
+26% +$8.48M 9.55% 1
2020
Q2 		$31.9M Buy
+1,136,096
New +$31.6M 8.29% 2

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rockbridge Investment Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.2% in Q1 2026, buying an estimated $17.2M and bringing the position to 9,693,597 shares worth $225M. The position accounts for 20.23% of the portfolio, ranked #1.

Rockbridge Investment Management first reported a position in SCHZ in Q2 2020 and has held it in 24 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Rockbridge Investment Management held 9,693,597 shares of Schwab US Aggregate Bond ETF worth $225M as of Q1 2026.
  • Rockbridge Investment Management bought 735,662 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $17.2M.
  • Schwab US Aggregate Bond ETF made up 20.23% of Rockbridge Investment Management's portfolio in Q1 2026, its #1 holding.
  • Rockbridge Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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