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SouthState Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SouthState Corp’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 		$51.4K Buy
2,212
+1,866
+539% +$43.7K ﹤0.01% 452
2025
Q4 		$8.09K Buy
+346
New +$8.13K ﹤0.01% 723
2023
Q4 		– Sell
-4,184
Closed -$92.5K – 672
2023
Q3 		$92.5K Buy
+4,184
New +$94.8K 0.01% 293

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

SouthState Corp's SCHZ Position: Q1 2026 in Review

SouthState Corp increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 539% in Q1 2026, buying an estimated $43.7K and bringing the position to 2,212 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

SouthState Corp first reported a position in SCHZ in Q3 2023 and has held it in 3 quarters since. The position peaked at $92.5K in Q3 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • SouthState Corp held 2,212 shares of Schwab US Aggregate Bond ETF worth $51.4K as of Q1 2026.
  • SouthState Corp bought 1,866 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $43.7K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #452 holding.
  • SouthState Corp first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • SouthState Corp's Schwab US Aggregate Bond ETF position peaked at $92.5K in Q3 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.