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Sunbelt Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sunbelt Securities’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
-32
Closed -$726 – 2841
2025
Q2 		$726 Buy
+32
New +$734 ﹤0.01% 1685
2025
Q1 		– Sell
-32
Closed -$727 – 1886
2024
Q4 		$727 Hold
32
– – ﹤0.01% 1689
2024
Q3 		$760 Hold
32
– – ﹤0.01% 1707
2024
Q2 		$729 Hold
32
– – ﹤0.01% 1638
2024
Q1 		$736 Hold
32
– – ﹤0.01% 1602
2023
Q4 		$746 Hold
32
– – ﹤0.01% 1570
2023
Q3 		$708 Hold
32
– – ﹤0.01% 1633
2023
Q2 		$739 Buy
+32
New +$745 ﹤0.01% 1561
2020
Q2 		– Sell
-13,536
Closed -$359K – 373
2020
Q1 		$359K Buy
+13,536
New +$366K 0.02% 279

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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunbelt Securities's SCHZ Position: Q3 2025 in Review

Sunbelt Securities sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 32 shares — an estimated $726 sold.

Sunbelt Securities first reported a position in SCHZ in Q1 2020 and held it in 9 quarters. The position peaked at $359K in Q1 2020. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Sunbelt Securities reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 32 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $726.
  • Sunbelt Securities first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 9 quarters.
  • Sunbelt Securities's Schwab US Aggregate Bond ETF position peaked at $359K in Q1 2020.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.