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Smartleaf Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Smartleaf Asset Management’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 		$1.36M Buy
58,649
+2,045
+4% +$47.9K 0.05% 337
2025
Q4 		$1.33M Buy
56,604
+4,269
+8% +$100K 0.05% 322
2025
Q3 		$1.23M Buy
52,335
+3,273
+7% +$76K 0.08% 273
2025
Q2 		$1.14M Buy
49,062
+38,884
+382% +$892K 0.1% 228
2025
Q1 		$235K Buy
+10,178
New +$233K 0.02% 519
2024
Q3 		– Sell
-10
Closed -$229 – 2976
2024
Q2 		$229 Buy
+10
New +$227 ﹤0.01% 2661

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

Smartleaf Asset Management's SCHZ Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.6% in Q1 2026, buying an estimated $47.9K and bringing the position to 58,649 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #337.

Smartleaf Asset Management first reported a position in SCHZ in Q2 2024 and has held it in 6 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Smartleaf Asset Management held 58,649 shares of Schwab US Aggregate Bond ETF worth $1.36M as of Q1 2026.
  • Smartleaf Asset Management bought 2,045 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $47.9K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #337 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.