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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiller Private Wealth's SCHZ Position: Q4 2025 in Review

Tiller Private Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 9,744 shares — an estimated $229K sold.

Tiller Private Wealth first reported a position in SCHZ in Q4 2015 and held it in 7 quarters. The position peaked at $3.29M in Q4 2017. 670 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Tiller Private Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Tiller Private Wealth sold 9,744 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $229K.
Tiller Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 7 quarters.
Tiller Private Wealth's Schwab US Aggregate Bond ETF position peaked at $3.29M in Q4 2017.
670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Tiller Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.