TIAA Trust, National Association’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TIAA Trust, National Association’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	–	Sell	-13,978	Closed	-$327K	–	615
2025 Q4	$327K	Hold	13,978	–	–	﹤0.01%	563
2025 Q3	$328K	Sell	13,978 -189	-1%	-$4.39K	﹤0.01%	566
2025 Q2	$329K	Buy	14,167 +157	+1%	+$3.6K	﹤0.01%	529
2025 Q1	$324K	Buy	14,010 +32	+0.2%	+$733	﹤0.01%	526
2024 Q4	$317K	Hold	13,978	–	–	﹤0.01%	529
2024 Q3	$332K	Hold	13,978	–	–	﹤0.01%	517
2024 Q2	$319K	Sell	13,978 -326	-2%	-$7.39K	﹤0.01%	505
2024 Q1	$329K	Buy	+14,304	New	+$329K	﹤0.01%	500

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association's SCHZ Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 13,978 shares — an estimated $327K sold.

TIAA Trust, National Association first reported a position in SCHZ in Q1 2024 and held it in 8 quarters. The position peaked at $332K in Q3 2024. 669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

TIAA Trust, National Association reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 13,978 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $327K.
TIAA Trust, National Association first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 8 quarters.
TIAA Trust, National Association's Schwab US Aggregate Bond ETF position peaked at $332K in Q3 2024.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.