SW
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Simplicity Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Simplicity 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 		$1.24M Sell
53,519
-58,415
-52% -$1.37M 0.07% 253
2025
Q4 		$2.62M Buy
111,934
+6,896
+7% +$162K 0.16% 145
2025
Q3 		$2.47M Buy
105,038
+80,822
+334% +$1.88M 0.14% 157
2025
Q2 		$563K Buy
24,216
+15,075
+165% +$346K 0.02% 430
2025
Q1 		$212K Buy
+9,141
New +$209K 0.02% 515
2024
Q4 		– Sell
-12,550
Closed -$298K – 479
2024
Q3 		$298K Sell
12,550
-5,674
-31% -$133K 0.03% 391
2024
Q2 		$415K Buy
18,224
+452
+3% +$10.2K 0.01% 833
2024
Q1 		$409K Buy
17,772
+4,080
+30% +$93.8K 0.01% 809
2023
Q4 		$319K Buy
+13,692
New +$306K 0.12% 134

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

Simplicity Wealth's SCHZ Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 52% in Q1 2026, selling an estimated $1.37M and leaving 53,519 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #253.

Simplicity Wealth first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.62M in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Simplicity Wealth held 53,519 shares of Schwab US Aggregate Bond ETF worth $1.24M as of Q1 2026.
  • Simplicity Wealth sold 58,415 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.37M.
  • Schwab US Aggregate Bond ETF made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #253 holding.
  • Simplicity Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Simplicity Wealth's Schwab US Aggregate Bond ETF position peaked at $2.62M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.