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

Syon Capital’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
Q1 		– Sell
-188,363
Closed -$4.28M – 653
2024
Q4 		$4.28M Buy
188,363
+16,807
+10% +$388K 0.39% 53
2024
Q3 		$4.08M Buy
171,556
+18,930
+12% +$443K 0.36% 54
2024
Q2 		$3.48M Buy
152,626
+1,502
+1% +$34K 0.32% 55
2024
Q1 		$3.48M Sell
151,124
-151,124
-50% -$3.47M 0.33% 54
2023
Q4 		$7.05M Buy
+302,248
New +$6.76M 0.3% 56

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syon Capital's SCHZ Position: Q1 2025 in Review

Syon Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 188,363 shares — an estimated $4.28M sold.

Syon Capital first reported a position in SCHZ in Q4 2023 and held it in 5 quarters. The position peaked at $7.05M in Q4 2023. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Syon Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Syon Capital sold 188,363 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $4.28M.
  • Syon Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 5 quarters.
  • Syon Capital's Schwab US Aggregate Bond ETF position peaked at $7.05M in Q4 2023.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Syon Capital's 13F filing for Q1 2025, filed 15 May 2025.