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Sittner & Nelson’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sittner & Nelson’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
-4
Closed -$93 – 509
2025
Q2 		$93 Hold
4
– – ﹤0.01% 502
2025
Q1 		$93 Hold
4
– – ﹤0.01% 495
2024
Q4 		$91 Buy
+4
New +$92 ﹤0.01% 488

Other funds holding SCHZ

JP Morgan Chase
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
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sittner & Nelson's SCHZ Position: Q3 2025 in Review

Sittner & Nelson sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 4 shares — an estimated $93 sold.

Sittner & Nelson first reported a position in SCHZ in Q4 2024 and held it in 3 quarters. The position peaked at $93 in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Sittner & Nelson reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sittner & Nelson sold 4 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $93.
  • Sittner & Nelson first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Sittner & Nelson's Schwab US Aggregate Bond ETF position peaked at $93 in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Sittner & Nelson's 13F filing for Q3 2025, filed 14 Nov 2025.