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Seneca Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Seneca Financial 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 		$1.4M Buy
60,115
+646
+1% +$15.1K 0.41% 27
2025
Q4 		$1.39M Sell
59,469
-131
-0.2% -$3.08K 0.42% 29
2025
Q3 		$1.4M Buy
59,600
+131
+0.2% +$3.04K 0.46% 30
2025
Q2 		$1.38M Sell
59,469
-281
-0.5% -$6.45K 0.53% 31
2025
Q1 		$1.38M Buy
59,750
+4,372
+8% +$100K 0.67% 24
2024
Q4 		$1.26M Buy
55,378
+8,124
+17% +$188K 0.62% 29
2024
Q3 		$1.12M Sell
47,254
-796
-2% -$18.6K 0.55% 31
2024
Q2 		$1.1M Sell
48,050
-77,042
-62% -$1.75M 0.57% 32
2024
Q1 		$2.88M Sell
125,092
-23,596
-16% -$543K 1.53% 16
2023
Q4 		$3.47M Buy
148,688
+98,690
+197% +$2.21M 2.01% 15
2023
Q3 		$1.11M Buy
49,998
+76
+0.2% +$1.72K 0.76% 24
2023
Q2 		$1.15M Sell
49,922
-70,428
-59% -$1.64M 0.76% 24
2023
Q1 		$2.82M Sell
120,350
-105,146
-47% -$2.45M 1.81% 15
2022
Q4 		$5.15M Buy
225,496
+193,526
+605% +$4.41M 3.26% 9
2022
Q3 		$724K Sell
31,970
-5,844
-15% -$139K 0.52% 25
2022
Q2 		$905K Buy
+37,814
New +$915K 0.61% 26
2022
Q1 		– Sell
-30,404
Closed -$819K – 50
2021
Q4 		$819K Buy
+30,404
New +$822K 0.48% 26

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

Seneca Financial Advisors's SCHZ Position: Q1 2026 in Review

Seneca Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q1 2026, buying an estimated $15.1K and bringing the position to 60,115 shares worth $1.4M. The position accounts for 0.41% of the portfolio, ranked #27.

Seneca Financial Advisors first reported a position in SCHZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.15M in Q4 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Seneca Financial Advisors held 60,115 shares of Schwab US Aggregate Bond ETF worth $1.4M as of Q1 2026.
  • Seneca Financial Advisors bought 646 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $15.1K.
  • Schwab US Aggregate Bond ETF made up 0.41% of Seneca Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Seneca Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Seneca Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $5.15M in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.