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Tenret Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tenret Company’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 		$22.9M Buy
984,581
+70,930
+8% +$1.66M 11.05% 2
2025
Q4 		$21.4M Buy
913,651
+27,577
+3% +$648K 10.81% 3
2025
Q3 		$20.8M Buy
886,074
+12,600
+1% +$293K 10.76% 3
2025
Q2 		$20.3M Buy
873,474
+42,069
+5% +$965K 11.08% 2
2025
Q1 		$19.3M Buy
831,405
+41,636
+5% +$954K 11.68% 3
2024
Q4 		$17.9M Buy
789,769
+12,081
+2% +$279K 11.29% 4
2024
Q3 		$18.5M Buy
777,688
+74,404
+11% +$1.74M 11.62% 4
2024
Q2 		$16M Buy
703,284
+16,948
+2% +$384K 11.1% 4
2024
Q1 		$15.8M Buy
686,336
+56,984
+9% +$1.31M 11.13% 4
2023
Q4 		$14.7M Buy
+629,352
New +$14.1M 11.58% 3
2023
Q2 		$15.4M Buy
665,454
+6,028
+0.9% +$140K 12.86% 2
2023
Q1 		$15.5M Buy
659,426
+16,180
+3% +$376K 13.73% 2
2022
Q4 		$14.7M Buy
643,246
+374,586
+139% +$8.53M 14.27% 2
2022
Q3 		$6.09M Sell
268,660
-245,154
-48% -$5.84M 6.7% 5
2022
Q2 		$12.3M Buy
513,814
+284,784
+124% +$6.89M 12.81% 2
2022
Q1 		$5.79M Sell
229,030
-286,716
-56% -$7.45M 5.22% 7
2021
Q4 		$13.9M Buy
515,746
+13,168
+3% +$356K 12.46% 3
2021
Q3 		$13.6M Buy
502,578
+4,352
+0.9% +$119K 12.83% 2
2021
Q2 		$13.6M Buy
+498,226
New +$13.5M 12.64% 2

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 $4.02B AUM 20% 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

Tenret Company's SCHZ Position: Q1 2026 in Review

Tenret Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.8% in Q1 2026, buying an estimated $1.66M and bringing the position to 984,581 shares worth $22.9M. The position accounts for 11.05% of the portfolio, ranked #2.

Tenret Company first reported a position in SCHZ in Q2 2021 and has held it in 19 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Tenret Company held 984,581 shares of Schwab US Aggregate Bond ETF worth $22.9M as of Q1 2026.
  • Tenret Company bought 70,930 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.66M.
  • Schwab US Aggregate Bond ETF made up 11.05% of Tenret Company's portfolio in Q1 2026, its #2 holding.
  • Tenret Company first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.