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Strategic Advocates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Strategic Advocates’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 		– Sell
-268
Closed -$6.28K – 543
2025
Q4 		$6.28K Hold
268
– – ﹤0.01% 411
2025
Q3 		$6.29K Buy
+268
New +$6.23K ﹤0.01% 388
2024
Q1 		– Sell
-12,696
Closed -$296K – 164
2023
Q4 		$296K Sell
12,696
-7,030
-36% -$157K 0.13% 108
2023
Q3 		$436K Buy
+19,726
New +$447K 0.21% 91

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
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 $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 22.9% 1-Year Est. Return

Strategic Advocates's SCHZ Position: Q1 2026 in Review

Strategic Advocates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 268 shares — an estimated $6.28K sold.

Strategic Advocates first reported a position in SCHZ in Q3 2023 and held it in 4 quarters. The position peaked at $436K in Q3 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Strategic Advocates reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 268 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $6.28K.
  • Strategic Advocates first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Strategic Advocates's Schwab US Aggregate Bond ETF position peaked at $436K in Q3 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.