Signal Advisors Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Signal Advisors Wealth’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	$829K	Sell	35,698 -149	-0.4%	-$3.49K	0.06%	267
2025 Q4	$838K	Sell	35,847 -14,674	-29%	-$345K	0.07%	221
2025 Q3	$1.19M	Sell	50,521 -36,717	-42%	-$853K	0.11%	151
2025 Q2	$2.03M	Buy	87,238 +40,441	+86%	+$928K	0.16%	128
2025 Q1	$1.08M	Sell	46,797 -7,033	-13%	-$161K	0.11%	180
2024 Q4	$1.22M	Sell	53,830 -18,848	-26%	-$435K	0.14%	159
2024 Q3	$1.73M	Buy	+72,678	New	+$1.7M	0.25%	100
2024 Q2	–	Sell	-75,624	Closed	-$1.74M	–	242
2024 Q1	$1.74M	Sell	75,624 -2,072	-3%	-$47.6K	0.43%	64
2023 Q4	$1.81M	Buy	+77,696	New	+$1.74M	0.63%	51

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Signal Advisors Wealth's SCHZ Position: Q1 2026 in Review

Signal Advisors Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.42% in Q1 2026, selling an estimated $3.49K and leaving 35,698 shares worth $829K. The position accounts for 0.06% of the portfolio, ranked #267.

Signal Advisors Wealth first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.03M in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Signal Advisors Wealth held 35,698 shares of Schwab US Aggregate Bond ETF worth $829K as of Q1 2026.
Signal Advisors Wealth sold 149 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.49K.
Schwab US Aggregate Bond ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q1 2026, its #267 holding.
Signal Advisors Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's Schwab US Aggregate Bond ETF position peaked at $2.03M in Q2 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.