Stifel Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stifel Financial’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
2025 Q3	–	Sell	-12,024	Closed	-$279K	–	3634
2025 Q2	$279K	Buy	+12,024	New	+$276K	﹤0.01%	3089
2025 Q1	–	Sell	-34,385	Closed	-$781K	–	3526
2024 Q4	$781K	Buy	34,385 +4,371	+15%	+$101K	﹤0.01%	2414
2024 Q3	$713K	Sell	30,014 -32,826	-52%	-$769K	﹤0.01%	2449
2024 Q2	$1.43M	Buy	62,840 +38,872	+162%	+$881K	﹤0.01%	1954
2024 Q1	$551K	Buy	+23,968	New	+$551K	﹤0.01%	2549
2021 Q1	–	Sell	-7,902	Closed	-$221K	–	3282
2020 Q4	$221K	Buy	7,902 +654	+9%	+$18.3K	﹤0.01%	2769
2020 Q3	$203K	Buy	+7,248	New	+$204K	﹤0.01%	2615
2018 Q3	–	Sell	-13,460	Closed	-$341K	–	2812
2018 Q2	$341K	Buy	+13,460	New	+$340K	﹤0.01%	2218

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's SCHZ Position: Q3 2025 in Review

Stifel Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 12,024 shares — an estimated $279K sold.

Stifel Financial first reported a position in SCHZ in Q2 2018 and held it in 8 quarters. The position peaked at $1.43M in Q2 2024. 628 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

Stifel Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Stifel Financial sold 12,024 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $279K.
Stifel Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 8 quarters.
Stifel Financial's Schwab US Aggregate Bond ETF position peaked at $1.43M in Q2 2024.
628 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.