Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rockefeller Capital 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 		$37.6K Buy
1,625
+1,325
+442% +$30.7K ﹤0.01% 3491
2026
Q1 		$6.97K Sell
300
-207
-41% -$4.84K ﹤0.01% 4137
2025
Q4 		$11.8K Sell
507
-203
-29% -$4.77K ﹤0.01% 3731
2025
Q3 		$16.7K Buy
+710
New +$16.5K ﹤0.01% 3432
2023
Q3 		– Sell
-27,686
Closed -$639K – 1772
2023
Q2 		$639K Sell
27,686
-2,776
-9% -$64.6K ﹤0.01% 1249
2023
Q1 		$714K Buy
30,462
+29,978
+6,194% +$697K ﹤0.01% 1200
2022
Q4 		$11K Buy
484
+2
+0.4% +$46 ﹤0.01% 3050
2022
Q3 		$10K Buy
482
+2
+0.4% +$48 ﹤0.01% 3097
2022
Q2 		$11K Hold
480
– – ﹤0.01% 3081
2022
Q1 		$12K Buy
480
+180
+60% +$4.67K ﹤0.01% 2965
2021
Q4 		$8K Hold
300
– – ﹤0.01% 3098
2021
Q3 		$8K Hold
300
– – ﹤0.01% 3004
2021
Q2 		$8K Hold
300
– – ﹤0.01% 2887
2021
Q1 		$8K Hold
300
– – ﹤0.01% 2701
2020
Q4 		$8K Hold
300
– – ﹤0.01% 2310
2020
Q3 		$8K Hold
300
– – ﹤0.01% 2087
2020
Q2 		$8K Hold
300
– – ﹤0.01% 1971
2020
Q1 		$8K Buy
+300
New +$8.1K ﹤0.01% 1825

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

Rockefeller Capital Management's SCHZ Position: Q2 2026 in Review

Rockefeller Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 442% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,625 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

Rockefeller Capital Management first reported a position in SCHZ in Q1 2020 and has held it in 18 quarters since. The position peaked at $714K in Q1 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Rockefeller Capital Management held 1,625 shares of Schwab US Aggregate Bond ETF worth $37.6K as of Q2 2026.
  • Rockefeller Capital Management bought 1,325 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $30.7K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3491 holding.
  • Rockefeller Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Schwab US Aggregate Bond ETF position peaked at $714K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.