Smart Money Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Smart Money 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	$3.8M	Buy	163,829 +24,442	+18%	+$572K	1.11%	8
2025 Q4	$3.26M	Sell	139,387 -6,401	-4%	-$150K	0.95%	11
2025 Q3	$3.42M	Sell	145,788 -84,385	-37%	-$1.96M	1.01%	10
2025 Q2	$5.35M	Buy	230,173 +24,146	+12%	+$554K	1.68%	8
2025 Q1	$4.77M	Buy	206,027 +60,722	+42%	+$1.39M	1.62%	8
2024 Q4	$3.3M	Sell	145,305 -224,183	-61%	-$5.18M	1.14%	26
2024 Q3	$4.27M	Buy	369,488 +203,984	+123%	+$4.78M	1.52%	17
2024 Q2	$3.85M	Buy	165,504 +62,496	+61%	+$1.42M	1.38%	23
2024 Q1	$2.3M	Sell	103,008 -26,840	-21%	-$617K	0.89%	30
2023 Q4	$3.03M	Buy	+129,848	New	+$2.9M	1.32%	20
2023 Q3	–	Sell	-144,490	Closed	-$3.33M	–	77
2023 Q2	$3.33M	Sell	144,490 -5,478	-4%	-$127K	1.59%	19
2023 Q1	$3.53M	Buy	+149,968	New	+$3.49M	1.77%	19

Other funds holding SCHZ

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Smart Money Group's SCHZ Position: Q1 2026 in Review

Smart Money Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q1 2026, buying an estimated $572K and bringing the position to 163,829 shares worth $3.8M. The position accounts for 1.11% of the portfolio, ranked #8.

Smart Money Group first reported a position in SCHZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.35M in Q2 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Smart Money Group held 163,829 shares of Schwab US Aggregate Bond ETF worth $3.8M as of Q1 2026.
Smart Money Group bought 24,442 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $572K.
Schwab US Aggregate Bond ETF made up 1.11% of Smart Money Group's portfolio in Q1 2026, its #8 holding.
Smart Money Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Smart Money Group's Schwab US Aggregate Bond ETF position peaked at $5.35M in Q2 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.