Sonoma Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sonoma Private 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	$574K	Sell	24,741 -5,438	-18%	-$127K	0.71%	41
2025 Q4	$705K	Hold	30,179	–	–	0.85%	36
2025 Q3	$708K	Buy	30,179 +223	+0.7%	+$5.18K	0.85%	34
2025 Q2	$696K	Hold	29,956	–	–	0.85%	32
2025 Q1	$694K	Sell	29,956 -230	-0.8%	-$5.27K	0.96%	31
2024 Q4	$685K	Buy	30,186 +5,526	+22%	+$128K	1.11%	33
2024 Q3	$586K	Buy	24,660 +2,338	+10%	+$54.7K	0.91%	36
2024 Q2	$509K	Buy	22,322 +2,740	+14%	+$62.1K	0.83%	42
2024 Q1	$450K	Buy	19,582 +8,428	+76%	+$194K	0.72%	47
2023 Q4	$260K	Buy	+11,154	New	+$250K	0.43%	67

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

Sonoma Private Wealth's SCHZ Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q1 2026, selling an estimated $127K and leaving 24,741 shares worth $574K. The position accounts for 0.71% of the portfolio, ranked #41.

Sonoma Private Wealth first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $708K in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Sonoma Private Wealth held 24,741 shares of Schwab US Aggregate Bond ETF worth $574K as of Q1 2026.
Sonoma Private Wealth sold 5,438 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $127K.
Schwab US Aggregate Bond ETF made up 0.71% of Sonoma Private Wealth's portfolio in Q1 2026, its #41 holding.
Sonoma Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Sonoma Private Wealth's Schwab US Aggregate Bond ETF position peaked at $708K in Q3 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.