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TIAA-CREF Individual & Institutional Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TIAA-CREF Individual & Institutional Services’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
Q2 		$323K Sell
13,978
-533
-4% -$12.3K ﹤0.01% 552
2026
Q1 		$337K Buy
+14,511
New +$340K ﹤0.01% 518

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's SCHZ Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.7% in Q2 2026, selling an estimated $12.3K and leaving 13,978 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

TIAA-CREF Individual & Institutional Services first reported a position in SCHZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $337K in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 13,978 shares of Schwab US Aggregate Bond ETF worth $323K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services sold 533 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #552 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA-CREF Individual & Institutional Services's Schwab US Aggregate Bond ETF position peaked at $337K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.