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SignatureFD’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SignatureFD’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 		$41.5K Hold
1,788
– – ﹤0.01% 1836
2025
Q4 		$41.8K Sell
1,788
-462
-21% -$10.8K ﹤0.01% 1755
2025
Q3 		$52.8K Hold
2,250
– – ﹤0.01% 1613
2025
Q2 		$52.3K Hold
2,250
– – ﹤0.01% 1562
2025
Q1 		$52.1K Sell
2,250
-4,806
-68% -$110K ﹤0.01% 1544
2024
Q4 		$160K Buy
7,056
+30
+0.4% +$693 ﹤0.01% 978
2024
Q3 		$167K Buy
7,026
+170
+2% +$3.98K ﹤0.01% 959
2024
Q2 		$156K Sell
6,856
-1,026
-13% -$23.3K ﹤0.01% 936
2024
Q1 		$181K Sell
7,882
-530
-6% -$12.2K ﹤0.01% 868
2023
Q4 		$196K Sell
8,412
-752
-8% -$16.8K ﹤0.01% 804
2023
Q3 		$203K Buy
9,164
+66
+0.7% +$1.5K 0.01% 744
2023
Q2 		$210K Sell
9,098
-128
-1% -$2.98K 0.01% 737
2023
Q1 		$216K Sell
9,226
-296
-3% -$6.89K 0.01% 701
2022
Q4 		$217K Sell
9,522
-2,414
-20% -$55K 0.01% 681
2022
Q3 		$270K Sell
11,936
-9,542
-44% -$227K 0.01% 570
2022
Q2 		$514K Sell
21,478
-2,254
-9% -$54.6K 0.02% 366
2022
Q1 		$600K Sell
23,732
-154
-0.6% -$4K 0.02% 348
2021
Q4 		$644K Sell
23,886
-1,580
-6% -$42.7K 0.02% 322
2021
Q3 		$691K Sell
25,466
-2,776
-10% -$76.1K 0.02% 272
2021
Q2 		$771K Buy
28,242
+72
+0.3% +$1.95K 0.03% 251
2021
Q1 		$760K Sell
28,170
-544
-2% -$14.9K 0.03% 218
2020
Q4 		$804K Sell
28,714
-1,358
-5% -$38K 0.04% 169
2020
Q3 		$843K Sell
30,072
-732
-2% -$20.6K 0.05% 150
2020
Q2 		$866K Sell
30,804
-2,116
-6% -$58.9K 0.05% 132
2020
Q1 		$893K Sell
32,920
-1,164
-3% -$31.4K 0.08% 104
2019
Q4 		$911K Sell
34,084
-1,892
-5% -$50.7K 0.07% 130
2019
Q3 		$969K Buy
35,976
+1,696
+5% +$45.4K 0.08% 101
2019
Q2 		$908K Sell
34,280
-4,024
-11% -$105K 0.08% 99
2019
Q1 		$994K Sell
38,304
-5,894
-13% -$150K 0.08% 87
2018
Q4 		$1.12M Buy
44,198
+18,810
+74% +$470K 0.1% 76
2018
Q3 		$638K Buy
25,388
+538
+2% +$13.6K 0.06% 151
2018
Q2 		$629K Sell
24,850
-440
-2% -$11.1K 0.07% 139
2018
Q1 		$645K Buy
25,290
+5,638
+29% +$144K 0.08% 103
2017
Q4 		$511K Buy
19,652
+4,812
+32% +$126K 0.06% 144
2017
Q3 		$389K Buy
+14,840
New +$389K 0.05% 164
2016
Q2 		– Sell
-4,220
Closed -$111K – 1510
2016
Q1 		$111K Buy
+4,220
New +$110K 0.02% 248

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

SignatureFD's SCHZ Position: Q1 2026 in Review

SignatureFD held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 1,788 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

SignatureFD first reported a position in SCHZ in Q1 2016 and has held it in 36 quarters since. The position peaked at $1.12M in Q4 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • SignatureFD held 1,788 shares of Schwab US Aggregate Bond ETF worth $41.5K as of Q1 2026.
  • SignatureFD left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1836 holding.
  • SignatureFD first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 36 quarters since.
  • SignatureFD's Schwab US Aggregate Bond ETF position peaked at $1.12M in Q4 2018.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.