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Steele Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Steele Capital 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
Q2 		$291K Buy
+12,586
New +$291K 0.01% 84
2025
Q3 		– Sell
-10,757
Closed -$250K – 83
2025
Q2 		$250K Hold
10,757
– – 0.01% 79
2025
Q1 		$249K Buy
+10,757
New +$246K 0.01% 78
2024
Q2 		– Sell
-19,184
Closed -$441K – 183
2024
Q1 		$441K Sell
19,184
-6,580
-26% -$151K 0.03% 110
2023
Q4 		$601K Buy
+25,764
New +$576K 0.04% 81

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Steele Capital Management's SCHZ Position: Q2 2026 in Review

Steele Capital Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 12,586 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings. This is a return to the name: Steele Capital Management previously reported a position in SCHZ as recently as Q2 2025.

Steele Capital Management first reported a position in SCHZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $601K in Q4 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Steele Capital Management held 12,586 shares of Schwab US Aggregate Bond ETF worth $291K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Steele Capital Management position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Steele Capital Management's portfolio in Q2 2026, its #84 holding.
  • Steele Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Steele Capital Management's Schwab US Aggregate Bond ETF position peaked at $601K in Q4 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.