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Sutton Place Investors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sutton Place Investors’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 		$1.66M Buy
71,413
+3,335
+5% +$78K 0.91% 28
2025
Q4 		$1.59M Sell
68,078
-4,961
-7% -$116K 0.87% 30
2025
Q3 		$1.71M Sell
73,039
-599
-0.8% -$13.9K 0.98% 27
2025
Q2 		$1.71M Sell
73,638
-12,212
-14% -$280K 1.03% 29
2025
Q1 		$1.99M Sell
85,850
-2,215
-3% -$50.7K 1.34% 20
2024
Q4 		$2M Buy
88,065
+335
+0.4% +$7.74K 1.16% 26
2024
Q3 		$2.08M Sell
87,730
-4,666
-5% -$109K 1.27% 19
2024
Q2 		$2.11M Sell
92,396
-4,864
-5% -$110K 1.4% 17
2024
Q1 		$2.24M Buy
97,260
+36,162
+59% +$831K 1.11% 23
2023
Q4 		$1.42M Sell
61,098
-6,044
-9% -$135K 1.03% 26
2023
Q3 		$1.48M Buy
67,142
+9,898
+17% +$224K 1.93% 14
2023
Q2 		$1.32M Sell
57,244
-3,158
-5% -$73.5K 1.84% 13
2023
Q1 		$1.42M Buy
60,402
+12,872
+27% +$299K 1.92% 13
2022
Q4 		$1.08M Buy
47,530
+2,514
+6% +$57.2K 1.55% 17
2022
Q3 		$1.02M Buy
45,016
+7,248
+19% +$173K 1.55% 19
2022
Q2 		$904K Buy
37,768
+380
+1% +$9.2K 1.32% 25
2022
Q1 		$907K Buy
+37,388
New +$971K 1.08% 30

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 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 $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Sutton Place Investors's SCHZ Position: Q1 2026 in Review

Sutton Place Investors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.9% in Q1 2026, buying an estimated $78K and bringing the position to 71,413 shares worth $1.66M. The position accounts for 0.91% of the portfolio, ranked #28.

Sutton Place Investors first reported a position in SCHZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.24M in Q1 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Sutton Place Investors held 71,413 shares of Schwab US Aggregate Bond ETF worth $1.66M as of Q1 2026.
  • Sutton Place Investors bought 3,335 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $78K.
  • Schwab US Aggregate Bond ETF made up 0.91% of Sutton Place Investors's portfolio in Q1 2026, its #28 holding.
  • Sutton Place Investors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Sutton Place Investors's Schwab US Aggregate Bond ETF position peaked at $2.24M in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.