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Sage Financial Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sage Financial Management Group’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 		$1.33M Buy
57,184
+227
+0.4% +$5.31K 0.41% 26
2025
Q4 		$1.33M Sell
56,957
-2,539
-4% -$59.6K 0.41% 26
2025
Q3 		$1.4M Buy
59,496
+2,213
+4% +$51.4K 0.45% 26
2025
Q2 		$1.33M Sell
57,283
-4,603
-7% -$106K 0.46% 26
2025
Q1 		$1.43M Sell
61,886
-214
-0.3% -$4.9K 0.52% 25
2024
Q4 		$1.41M Sell
62,100
-13,992
-18% -$323K 0.52% 24
2024
Q3 		$1.81M Buy
+76,092
New +$1.78M 0.7% 23
2024
Q2 		– Sell
-39,572
Closed -$910K – 41
2024
Q1 		$910K Sell
39,572
-7,690
-16% -$177K 0.43% 26
2023
Q4 		$1.1M Sell
47,262
-8,918
-16% -$199K 0.59% 25
2023
Q3 		$1.24M Buy
+56,180
New +$1.27M 0.75% 23
2023
Q2 		– Sell
-49,338
Closed -$1.16M – 26
2023
Q1 		$1.16M Sell
49,338
-30,632
-38% -$713K 0.93% 20
2022
Q4 		$1.82M Buy
+79,970
New +$1.82M 1.28% 19
2022
Q3 		– Sell
-80,592
Closed -$1.93M – 32
2022
Q2 		$1.93M Buy
80,592
+55,714
+224% +$1.35M 1.35% 17
2022
Q1 		$629K Sell
24,878
-2,786
-10% -$72.4K 0.43% 20
2021
Q4 		$745K Buy
+27,664
New +$748K 0.5% 18
2021
Q3 		– Sell
-532,390
Closed -$14.5M – 25
2021
Q2 		$14.5M Buy
532,390
+21,012
+4% +$570K 13.25% 3
2021
Q1 		$13.8M Buy
511,378
+47,864
+10% +$1.31M 10.62% 2
2020
Q4 		$13M Buy
+463,514
New +$13M 10.19% 3

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

Sage Financial Management Group's SCHZ Position: Q1 2026 in Review

Sage Financial Management Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.4% in Q1 2026, buying an estimated $5.31K and bringing the position to 57,184 shares worth $1.33M. The position accounts for 0.41% of the portfolio, ranked #26.

Sage Financial Management Group first reported a position in SCHZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.5M in Q2 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Sage Financial Management Group held 57,184 shares of Schwab US Aggregate Bond ETF worth $1.33M as of Q1 2026.
  • Sage Financial Management Group bought 227 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $5.31K.
  • Schwab US Aggregate Bond ETF made up 0.41% of Sage Financial Management Group's portfolio in Q1 2026, its #26 holding.
  • Sage Financial Management Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Sage Financial Management Group's Schwab US Aggregate Bond ETF position peaked at $14.5M in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.