Smart Portfolios LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Smart Portfolios LLC’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	$1.49M	Hold	64,000	–	–	1.48%	16
2025 Q4	$1.5M	Hold	64,000	–	–	1.49%	18
2025 Q3	$1.5M	Sell	64,000 -280	-0.4%	-$6.5K	1.45%	18
2025 Q2	$1.49M	Hold	64,280	–	–	1.51%	18
2025 Q1	$1.49M	Hold	64,280	–	–	1.62%	17
2024 Q4	$1.46M	Hold	64,280	–	–	1.53%	16
2024 Q3	$1.53M	Hold	64,280	–	–	1.56%	18
2024 Q2	$1.46M	Buy	64,280 +1,670	+3%	+$37.8K	1.48%	19
2024 Q1	$1.44M	Buy	+62,610	New	+$1.44M	1.52%	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 Portfolios LLC's SCHZ Position: Q1 2026 in Review

Smart Portfolios LLC held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 64,000 shares worth $1.49M. The position accounts for 1.48% of the portfolio, ranked #16.

Smart Portfolios LLC first reported a position in SCHZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Smart Portfolios LLC held 64,000 shares of Schwab US Aggregate Bond ETF worth $1.49M as of Q1 2026.
Smart Portfolios LLC left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
Schwab US Aggregate Bond ETF made up 1.48% of Smart Portfolios LLC's portfolio in Q1 2026, its #16 holding.
Smart Portfolios LLC first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Smart Portfolios LLC's Schwab US Aggregate Bond ETF position peaked at $1.53M in Q3 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.