Royal Bank of Canada
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Royal Bank of Canada’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Royal Bank of Canada’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 		$1.32M Buy
57,075
+41,150
+258% +$963K ﹤0.01% 3412
2025
Q4 		$371K Sell
15,925
-579
-4% -$13.6K ﹤0.01% 4380
2025
Q3 		$388K Sell
16,504
-41,795
-72% -$971K ﹤0.01% 4664
2025
Q2 		$1.36M Buy
58,299
+44,997
+338% +$1.03M ﹤0.01% 3637
2025
Q1 		$308K Sell
13,302
-14,950
-53% -$342K ﹤0.01% 4366
2024
Q4 		$641K Sell
28,252
-1,860
-6% -$43K ﹤0.01% 3887
2024
Q3 		$716K Sell
30,112
-2,620
-8% -$61.3K ﹤0.01% 3814
2024
Q2 		$727K Sell
32,732
-5,180
-14% -$117K ﹤0.01% 3716
2024
Q1 		$872K Buy
37,912
+2,034
+6% +$46.8K ﹤0.01% 3562
2023
Q4 		$797K Sell
35,878
-7,262
-17% -$162K ﹤0.01% 3843
2023
Q3 		$953K Buy
43,140
+24,492
+131% +$555K ﹤0.01% 3484
2023
Q2 		$430K Buy
18,648
+2,154
+13% +$50.1K ﹤0.01% 4065
2023
Q1 		$386K Sell
16,494
-390
-2% -$9.07K ﹤0.01% 4086
2022
Q4 		$385K Sell
16,884
-326
-2% -$7.42K ﹤0.01% 4344
2022
Q3 		$390K Sell
17,210
-4,838
-22% -$115K ﹤0.01% 4237
2022
Q2 		$527K Sell
22,048
-11,540
-34% -$279K ﹤0.01% 4049
2022
Q1 		$849K Buy
33,588
+13,910
+71% +$361K ﹤0.01% 3797
2021
Q4 		$530K Buy
19,678
+892
+5% +$24.1K ﹤0.01% 4394
2021
Q3 		$510K Buy
18,786
+136
+0.7% +$3.73K ﹤0.01% 4340
2021
Q2 		$509K Buy
18,650
+8,658
+87% +$235K ﹤0.01% 4257
2021
Q1 		$270K Sell
9,992
-4,262
-30% -$117K ﹤0.01% 4699
2020
Q4 		$399K Buy
14,254
+4,188
+42% +$117K ﹤0.01% 4326
2020
Q3 		$282K Sell
10,066
-382
-4% -$10.8K ﹤0.01% 4301
2020
Q2 		$294K Sell
10,448
-3,210
-24% -$89.3K ﹤0.01% 4171
2020
Q1 		$371K Sell
13,658
-3,992
-23% -$108K ﹤0.01% 3877
2019
Q4 		$472K Buy
17,650
+5,780
+49% +$155K ﹤0.01% 4030
2019
Q3 		$319K Buy
11,870
+188
+2% +$5.03K ﹤0.01% 4134
2019
Q2 		$309K Buy
11,682
+3,338
+40% +$86.8K ﹤0.01% 4186
2019
Q1 		$217K Buy
8,344
+728
+10% +$18.6K ﹤0.01% 4313
2018
Q4 		$192K Sell
7,616
-7,388
-49% -$184K ﹤0.01% 4379
2018
Q3 		$377K Buy
15,004
+7,900
+111% +$200K ﹤0.01% 4083
2018
Q2 		$180K Sell
7,104
-2,606
-27% -$65.8K ﹤0.01% 4472
2018
Q1 		$247K Sell
9,710
-49,770
-84% -$1.27M ﹤0.01% 4194
2017
Q4 		$1.55M Buy
59,480
+52,920
+807% +$1.38M ﹤0.01% 2927
2017
Q3 		$172K Buy
6,560
+2,920
+80% +$76.5K ﹤0.01% 4623
2017
Q2 		$96K Sell
3,640
-18,604
-84% -$485K ﹤0.01% 4789
2017
Q1 		$576K Buy
22,244
+4,172
+23% +$108K ﹤0.01% 3529
2016
Q4 		$466K Buy
18,072
+3,434
+23% +$89.8K ﹤0.01% 3813
2016
Q3 		$393K Buy
14,638
+4,394
+43% +$118K ﹤0.01% 3913
2016
Q2 		$276K Sell
10,244
-254
-2% -$6.73K ﹤0.01% 4173
2016
Q1 		$278K Buy
10,498
+4,754
+83% +$124K ﹤0.01% 4123
2015
Q4 		$147K Buy
5,744
+3,610
+169% +$93.5K ﹤0.01% 4725
2015
Q3 		$56K Sell
2,134
-346
-14% -$8.97K ﹤0.01% 5068
2015
Q2 		$64K Sell
2,480
-60,114
-96% -$1.57M ﹤0.01% 5090
2015
Q1 		$1.66M Sell
62,594
-58,356
-48% -$1.54M ﹤0.01% 2432
2014
Q4 		$3.17M Buy
120,950
+118,950
+5,948% +$3.1M ﹤0.01% 1971
2014
Q3 		$52K Sell
2,000
-94,178
-98% -$2.44M ﹤0.01% 4929
2014
Q2 		$2.5M Buy
+96,178
New +$2.48M ﹤0.01% 2128
2014
Q1 		– Sell
-20,706
Closed -$521K – 6118
2013
Q4 		$521K Buy
20,706
+15,876
+329% +$403K ﹤0.01% 3384
2013
Q3 		$123K Sell
4,830
-32,426
-87% -$818K ﹤0.01% 4357
2013
Q2 		$941K Buy
+37,256
New +$967K ﹤0.01% 2631

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 $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 $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada's SCHZ Position: Q1 2026 in Review

Royal Bank of Canada increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 258% in Q1 2026, buying an estimated $963K and bringing the position to 57,075 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Royal Bank of Canada first reported a position in SCHZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.17M in Q4 2014. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Royal Bank of Canada held 57,075 shares of Schwab US Aggregate Bond ETF worth $1.32M as of Q1 2026.
  • Royal Bank of Canada bought 41,150 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $963K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3412 holding.
  • Royal Bank of Canada first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Royal Bank of Canada's Schwab US Aggregate Bond ETF position peaked at $3.17M in Q4 2014.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.