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

Tiller Private 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
2025
Q4 		– Sell
-9,744
Closed -$229K – 69
2025
Q3 		$229K Hold
9,744
– – 0.08% 58
2025
Q2 		$227K Buy
+9,744
New +$224K 0.09% 56
2022
Q2 		– Sell
-8,140
Closed -$206K – 62
2022
Q1 		$206K Buy
8,140
+90
+1% +$2.34K 0.12% 53
2021
Q4 		$217K Buy
+8,050
New +$218K 0.14% 52
2018
Q2 		– Sell
-8,240
Closed -$210K – 46
2018
Q1 		$210K Sell
8,240
-118,224
-93% -$3.02M 0.15% 39
2017
Q4 		$3.29M Buy
+126,464
New +$3.3M 2.5% 18
2016
Q1 		– Sell
-29,934
Closed -$771K – 41
2015
Q4 		$771K Buy
+29,934
New +$776K 0.74% 21

Other funds holding SCHZ

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JP Morgan Chase New York $1.47T 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 $431B 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return