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 Q3	$48.9K	Hold	2,212	–	–	﹤0.01%	501
2026 Q2	$51.2K	Hold	2,212	–	–	﹤0.01%	498
2026 Q1	$51.4K	Buy	2,212 +1,866	+539%	+$43.7K	﹤0.01%	452
2025 Q4	$8.09K	Buy	+346	New	+$8.12K	﹤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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

SouthState Corp's SCHZ Position: Q3 2026 in Review

SouthState Corp held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2026 at 2,212 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

SouthState Corp first reported a position in SCHZ in Q3 2023 and has held it in 5 quarters since. The position peaked at $92.5K in Q3 2023. 452 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

SouthState Corp held 2,212 shares of Schwab US Aggregate Bond ETF worth $48.9K as of Q3 2026.
SouthState Corp left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of SouthState Corp's portfolio in Q3 2026, its #501 holding.
SouthState Corp first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 5 quarters since.
SouthState Corp's Schwab US Aggregate Bond ETF position peaked at $92.5K in Q3 2023.
452 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.