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Rothschild Investment LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rothschild Investment LLC’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 		$86K Hold
3,717
– – ﹤0.01% 1106
2026
Q1 		$86.3K Hold
3,717
– – ﹤0.01% 945
2025
Q4 		$86.9K Hold
3,717
– – ﹤0.01% 850
2025
Q3 		$87.2K Hold
3,717
– – ﹤0.01% 833
2025
Q2 		$86.4K Hold
3,717
– – 0.01% 670
2025
Q1 		$86.1K Hold
3,717
– – 0.01% 663
2024
Q4 		$84.4K Buy
3,717
+23
+0.6% +$531 0.01% 674
2024
Q3 		$87.8K Buy
+3,694
New +$86.5K 0.01% 671

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

Rothschild Investment LLC's SCHZ Position: Q2 2026 in Review

Rothschild Investment LLC held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 3,717 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Rothschild Investment LLC first reported a position in SCHZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $87.8K in Q3 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Rothschild Investment LLC held 3,717 shares of Schwab US Aggregate Bond ETF worth $86K as of Q2 2026.
  • Rothschild Investment LLC left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1106 holding.
  • Rothschild Investment LLC first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Schwab US Aggregate Bond ETF position peaked at $87.8K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.