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SigFig Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SigFig Wealth Management’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 		$11.2M Buy
482,157
+14,349
+3% +$332K 0.3% 33
2026
Q1 		$10.9M Sell
467,808
-2,017
-0.4% -$47.2K 0.32% 30
2025
Q4 		$11M Buy
469,825
+43,406
+10% +$1.02M 0.33% 38
2025
Q3 		$9.99M Sell
426,419
-15,060
-3% -$350K 0.31% 38
2025
Q2 		$10.2M Sell
441,479
-1,065
-0.2% -$24.4K 0.34% 40
2025
Q1 		$5.48M Buy
442,544
+15,425
+4% +$353K 0.2% 51
2024
Q4 		$5.4M Buy
427,119
+31,979
+8% +$739K 0.2% 55
2024
Q3 		$5.86M Buy
395,140
+28,042
+8% +$657K 0.21% 50
2024
Q2 		$5.91M Buy
367,098
+40,356
+12% +$915K 0.22% 48
2024
Q1 		$5.74M Buy
326,742
+25,032
+8% +$576K 0.21% 48
2023
Q4 		$6.05M Buy
301,710
+39,660
+15% +$887K 0.23% 46
2023
Q3 		$5.7M Sell
262,050
-1,900
-0.7% -$43.1K 0.23% 43
2023
Q2 		$6.1M Sell
263,950
-1,610
-0.6% -$37.5K 0.24% 47
2023
Q1 		$6.09M Sell
265,560
-7,170
-3% -$167K 0.34% 39
2022
Q4 		$5.64M Buy
272,730
+15,360
+6% +$350K 0.28% 41
2022
Q3 		$5.39M Buy
257,370
+6,130
+2% +$146K 0.28% 41
2022
Q2 		$5.78M Sell
251,240
-30,326
-11% -$734K 0.3% 36
2022
Q1 		$6.47M Buy
281,566
+53,782
+24% +$1.4M 0.31% 33
2021
Q4 		$6.08M Buy
227,784
+3,718
+2% +$101K 0.28% 36
2021
Q3 		$6.08M Buy
224,066
+7,640
+4% +$209K 0.3% 34
2021
Q2 		$5.91M Buy
216,426
+21,208
+11% +$576K 0.31% 31
2021
Q1 		$5.27M Buy
195,218
+22,486
+13% +$617K 0.32% 28
2020
Q4 		$4.84M Buy
172,732
+29,608
+21% +$828K 0.35% 28
2020
Q3 		$4.02M Buy
143,124
+17,866
+14% +$504K 0.37% 28
2020
Q2 		$3.52M Sell
125,258
-2,226
-2% -$61.9K 0.38% 27
2020
Q1 		$3.46M Sell
127,484
-21,506
-14% -$581K 0.47% 26
2019
Q4 		$3.98M Buy
148,990
+1,058
+0.7% +$28.4K 0.49% 25
2019
Q3 		$3.98M Buy
147,932
+10,856
+8% +$290K 0.57% 25
2019
Q2 		$3.63M Buy
137,076
+3,998
+3% +$104K 0.57% 29
2019
Q1 		$3.45M Sell
133,078
-4,626
-3% -$118K 0.61% 29
2018
Q4 		$3.48M Sell
137,704
-5,780
-4% -$144K 0.74% 29
2018
Q3 		$3.6M Sell
143,484
-3,504
-2% -$88.5K 0.75% 28
2018
Q2 		$3.72M Sell
146,988
-45,920
-24% -$1.16M 0.96% 28
2018
Q1 		$4.92M Buy
192,908
+137,374
+247% +$3.51M 2.87% 13
2017
Q4 		$1.44M Buy
55,534
+9,248
+20% +$241K 0.69% 27
2017
Q3 		$1.21M Sell
46,286
-684
-1% -$17.9K 0.81% 17
2017
Q2 		$1.23M Sell
46,970
-2,888
-6% -$75.3K 0.9% 17
2017
Q1 		$1.29M Buy
49,858
+720
+1% +$18.6K 1.03% 16
2016
Q4 		$1.27M Buy
+49,138
New +$1.29M 1.09% 16

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

SigFig Wealth Management's SCHZ Position: Q2 2026 in Review

SigFig Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q2 2026, buying an estimated $332K and bringing the position to 482,157 shares worth $11.2M. The position accounts for 0.3% of the portfolio, ranked #33.

SigFig Wealth Management first reported a position in SCHZ in Q4 2016 and has held it in 39 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • SigFig Wealth Management held 482,157 shares of Schwab US Aggregate Bond ETF worth $11.2M as of Q2 2026.
  • SigFig Wealth Management bought 14,349 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $332K.
  • Schwab US Aggregate Bond ETF made up 0.3% of SigFig Wealth Management's portfolio in Q2 2026, its #33 holding.
  • SigFig Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.