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

Savant Capital’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 		$39.1M Buy
1,688,291
+842,407
+100% +$19.5M 0.11% 121
2026
Q1 		$19.6M Buy
845,884
+387,892
+85% +$9.08M 0.09% 122
2025
Q4 		$10.7M Buy
457,992
+4,688
+1% +$110K 0.06% 168
2025
Q3 		$10.6M Sell
453,304
-10,142
-2% -$236K 0.06% 158
2025
Q2 		$10.8M Buy
463,446
+140,447
+43% +$3.22M 0.08% 147
2025
Q1 		$7.48M Buy
322,999
+204,588
+173% +$4.69M 0.06% 162
2024
Q4 		$2.69M Buy
118,411
+79,591
+205% +$1.84M 0.02% 368
2024
Q3 		$922K Sell
38,820
-2,128
-5% -$49.8K 0.01% 675
2024
Q2 		$933K Sell
40,948
-2,294
-5% -$52K 0.01% 605
2024
Q1 		$995K Sell
43,242
-5,874
-12% -$135K 0.01% 539
2023
Q4 		$1.14M Sell
49,116
-8,260
-14% -$185K 0.01% 390
2023
Q3 		$1.27M Sell
57,376
-19,812
-26% -$449K 0.02% 344
2023
Q2 		$1.78M Sell
77,188
-2,584
-3% -$60.1K 0.03% 278
2023
Q1 		$1.87M Buy
79,772
+3,232
+4% +$75.2K 0.03% 223
2022
Q4 		$1.75M Sell
76,540
-7,310
-9% -$166K 0.04% 182
2022
Q3 		$1.9M Sell
83,850
-1,220
-1% -$29K 0.06% 160
2022
Q2 		$2.04M Sell
85,070
-8,934
-10% -$216K 0.06% 147
2022
Q1 		$2.38M Buy
94,004
+176
+0.2% +$4.57K 0.08% 135
2021
Q4 		$2.53M Buy
93,828
+6,828
+8% +$185K 0.08% 128
2021
Q3 		$2.36M Sell
87,000
-976
-1% -$26.8K 0.09% 127
2021
Q2 		$2.4M Sell
87,976
-206
-0.2% -$5.59K 0.1% 112
2021
Q1 		$2.38M Sell
88,182
-1,970
-2% -$54.1K 0.13% 104
2020
Q4 		$2.53M Buy
90,152
+2,962
+3% +$82.8K 0.15% 97
2020
Q3 		$2.44M Sell
87,190
-3,840
-4% -$108K 0.17% 96
2020
Q2 		$2.56M Sell
91,030
-6,568
-7% -$183K 0.19% 86
2020
Q1 		$2.65M Buy
97,598
+23,968
+33% +$647K 0.25% 71
2019
Q4 		$1.97M Sell
73,630
-8,680
-11% -$233K 0.24% 92
2019
Q3 		$2.22M Buy
82,310
+4,540
+6% +$121K 0.31% 74
2019
Q2 		$2.06M Buy
+77,770
New +$2.02M 0.29% 74

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 $103B AUM 28.65% 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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Savant Capital's SCHZ Position: Q2 2026 in Review

Savant Capital increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 100% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,688,291 shares worth $39.1M. The position accounts for 0.11% of the portfolio, ranked #121.

Savant Capital first reported a position in SCHZ in Q2 2019 and has held it in 29 quarters since. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Savant Capital held 1,688,291 shares of Schwab US Aggregate Bond ETF worth $39.1M as of Q2 2026.
  • Savant Capital bought 842,407 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $19.5M.
  • Schwab US Aggregate Bond ETF made up 0.11% of Savant Capital's portfolio in Q2 2026, its #121 holding.
  • Savant Capital first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.