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Signet Investment Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Signet Investment Advisory Group’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 		$959K Buy
41,284
+150
+0.4% +$3.51K 0.44% 48
2025
Q4 		$961K Buy
41,134
+1,280
+3% +$30.1K 0.45% 49
2025
Q3 		$935K Sell
39,854
-104
-0.3% -$2.42K 0.45% 49
2025
Q2 		$929K Buy
39,958
+2,615
+7% +$60K 0.48% 49
2025
Q1 		$865K Buy
37,343
+1,466
+4% +$33.6K 0.44% 51
2024
Q4 		$814K Buy
35,877
+1,525
+4% +$35.2K 0.42% 52
2024
Q3 		$816K Sell
34,352
-1,634
-5% -$38.3K 0.41% 53
2024
Q2 		$820K Buy
35,986
+1,260
+4% +$28.6K 0.44% 53
2024
Q1 		$799K Buy
34,726
+1,240
+4% +$28.5K 0.44% 53
2023
Q4 		$781K Sell
33,486
-1,232
-4% -$27.6K 0.47% 52
2023
Q3 		$768K Buy
34,718
+106
+0.3% +$2.4K 0.51% 52
2023
Q2 		$799K Sell
34,612
-818
-2% -$19K 0.53% 52
2023
Q1 		$831K Buy
35,430
+1,116
+3% +$26K 0.57% 52
2022
Q4 		$783K Sell
34,314
-154
-0.4% -$3.51K 0.55% 52
2022
Q3 		$781K Buy
34,468
+402
+1% +$9.57K 0.61% 48
2022
Q2 		$815K Buy
34,066
+922
+3% +$22.3K 0.57% 53
2022
Q1 		$838K Buy
33,144
+2,284
+7% +$59.3K 0.5% 57
2021
Q4 		$832K Sell
30,860
-30
-0.1% -$811 0.47% 57
2021
Q3 		$838K Buy
30,890
+6,790
+28% +$186K 0.53% 56
2021
Q2 		$658K Buy
+24,100
New +$654K 0.42% 61
2021
Q1 		– Sell
-1,068
Closed -$30K – 169
2020
Q4 		$30K Buy
+1,068
New +$29.9K 0.02% 148

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

Signet Investment Advisory Group's SCHZ Position: Q1 2026 in Review

Signet Investment Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.36% in Q1 2026, buying an estimated $3.51K and bringing the position to 41,284 shares worth $959K. The position accounts for 0.44% of the portfolio, ranked #48.

Signet Investment Advisory Group first reported a position in SCHZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $961K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Signet Investment Advisory Group held 41,284 shares of Schwab US Aggregate Bond ETF worth $959K as of Q1 2026.
  • Signet Investment Advisory Group bought 150 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.51K.
  • Schwab US Aggregate Bond ETF made up 0.44% of Signet Investment Advisory Group's portfolio in Q1 2026, its #48 holding.
  • Signet Investment Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Signet Investment Advisory Group's Schwab US Aggregate Bond ETF position peaked at $961K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Signet Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.