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Schneider Downs Wealth Management Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$585K Hold
25,182
– – 0.06% 90
2025
Q4 		$589K Hold
25,182
– – 0.07% 86
2025
Q3 		$591K Sell
25,182
-261
-1% -$6.06K 0.07% 88
2025
Q2 		$591K Sell
25,443
-648
-2% -$14.9K 0.09% 87
2025
Q1 		$604K Hold
26,091
– – 0.11% 76
2024
Q4 		$592K Sell
26,091
-495
-2% -$11.4K 0.11% 76
2024
Q3 		$632K Sell
26,586
-292
-1% -$6.84K 0.13% 69
2024
Q2 		$613K Sell
26,878
-260,872
-91% -$5.91M 0.14% 64
2024
Q1 		$6.62M Sell
287,750
-60,864
-17% -$1.4M 1.53% 19
2023
Q4 		$8.13M Buy
348,614
+139,762
+67% +$3.13M 2.11% 12
2023
Q3 		$4.62M Sell
208,852
-7,098
-3% -$161K 1.07% 20
2023
Q2 		$4.98M Buy
215,950
+1,656
+0.8% +$38.5K 1.14% 20
2023
Q1 		$5.03M Sell
214,294
-34,932
-14% -$813K 1.03% 18
2022
Q4 		$5.69M Buy
249,226
+210,264
+540% +$4.79M 1.25% 15
2022
Q3 		$883K Sell
38,962
-20,100
-34% -$479K 0.26% 39
2022
Q2 		$1.41M Buy
59,062
+23,014
+64% +$557K 0.4% 31
2022
Q1 		$911K Sell
36,048
-6,636
-16% -$172K 0.23% 43
2021
Q4 		$1.15M Buy
42,684
+346
+0.8% +$9.35K 0.27% 41
2021
Q3 		$1.15M Sell
42,338
-1,788
-4% -$49K 0.3% 36
2021
Q2 		$1.21M Sell
44,126
-668
-1% -$18.1K 0.31% 34
2021
Q1 		$1.21M Buy
44,794
+2,410
+6% +$66.2K 0.3% 31
2020
Q4 		$1.19M Buy
42,384
+108
+0.3% +$3.02K 0.33% 30
2020
Q3 		$1.19M Buy
42,276
+5,786
+16% +$163K 0.4% 27
2020
Q2 		$1.03M Sell
36,490
-33,700
-48% -$938K 0.35% 29
2020
Q1 		$1.91M Sell
70,190
-28,412
-29% -$767K 0.7% 21
2019
Q4 		$2.63M Buy
98,602
+9,858
+11% +$264K 0.79% 15
2019
Q3 		$2.39M Buy
88,744
+8,106
+10% +$217K 0.74% 13
2019
Q2 		$2.14M Buy
80,638
+13,570
+20% +$353K 0.75% 16
2019
Q1 		$1.74M Buy
67,068
+4,820
+8% +$123K 0.66% 17
2018
Q4 		$1.57M Sell
62,248
-5,942
-9% -$148K 0.68% 15
2018
Q3 		$1.71M Sell
68,190
-47,900
-41% -$1.21M 1.08% 13
2018
Q2 		$2.94M Buy
116,090
+15,414
+15% +$389K 1.95% 7
2018
Q1 		$2.57M Buy
100,676
+30,874
+44% +$790K 1.45% 8
2017
Q4 		$1.82M Buy
69,802
+25,948
+59% +$677K 1.05% 11
2017
Q3 		$1.15M Buy
43,854
+3,710
+9% +$97.2K 0.74% 13
2017
Q2 		$1.05M Buy
40,144
+9,986
+33% +$260K 0.69% 14
2017
Q1 		$781K Buy
30,158
+12,370
+70% +$319K 0.53% 16
2016
Q4 		$458K Buy
17,788
+1,342
+8% +$35.1K 0.31% 20
2016
Q3 		$441K Buy
16,446
+3,410
+26% +$91.5K 0.29% 21
2016
Q2 		$350K Buy
+13,036
New +$346K 0.24% 23

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 $374B AUM 17.66% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SCHZ Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 25,182 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #90.

Schneider Downs Wealth Management Advisors first reported a position in SCHZ in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.13M in Q4 2023. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 25,182 shares of Schwab US Aggregate Bond ETF worth $585K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #90 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2016 and has held it in 40 quarters since.
  • Schneider Downs Wealth Management Advisors's Schwab US Aggregate Bond ETF position peaked at $8.13M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.