Signature Resources Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Signature Resources Capital 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
2025 Q3	–	Sell	-12	Closed	-$279	–	551
2025 Q2	$279	Hold	12	–	–	﹤0.01%	520
2025 Q1	$288	Hold	12	–	–	﹤0.01%	370
2024 Q4	$282	Sell	12 -12	-50%	-$277	﹤0.01%	358
2024 Q3	$590	Sell	24 -2	-8%	-$47	﹤0.01%	354
2024 Q2	$612	Hold	26	–	–	﹤0.01%	381
2024 Q1	$626	Hold	26	–	–	﹤0.01%	370
2023 Q4	$626	Buy	+26	New	+$582	﹤0.01%	371

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Signature Resources Capital Management's SCHZ Position: Q3 2025 in Review

Signature Resources Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 12 shares — an estimated $279 sold.

Signature Resources Capital Management first reported a position in SCHZ in Q4 2023 and held it in 7 quarters. The position peaked at $626 in Q1 2024. 630 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Signature Resources Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Signature Resources Capital Management sold 12 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $279.
Signature Resources Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 7 quarters.
Signature Resources Capital Management's Schwab US Aggregate Bond ETF position peaked at $626 in Q1 2024.
630 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Signature Resources Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.