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TD Private Client Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TD Private Client Wealth’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 		$1.09M Buy
46,816
+6,823
+17% +$160K 0.02% 352
2025
Q4 		$935K Buy
39,993
+3,109
+8% +$73K 0.02% 376
2025
Q3 		$866K Buy
36,884
+340
+0.9% +$7.9K 0.02% 392
2025
Q2 		$849K Buy
36,544
+257
+0.7% +$5.9K 0.02% 390
2025
Q1 		$840K Buy
36,287
+8,535
+31% +$196K 0.02% 375
2024
Q4 		$630K Buy
+27,752
New +$641K 0.02% 422

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

TD Private Client Wealth's SCHZ Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 17% in Q1 2026, buying an estimated $160K and bringing the position to 46,816 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #352.

TD Private Client Wealth first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • TD Private Client Wealth held 46,816 shares of Schwab US Aggregate Bond ETF worth $1.09M as of Q1 2026.
  • TD Private Client Wealth bought 6,823 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $160K.
  • Schwab US Aggregate Bond ETF made up 0.02% of TD Private Client Wealth's portfolio in Q1 2026, its #352 holding.
  • TD Private Client Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.