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Total Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Total Investment Management’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
-12,969
Closed -$303K – 93
2025
Q4 		$303K Buy
+12,969
New +$305K 0.04% 57
2025
Q3 		– Sell
-6,099
Closed -$142K – 707
2025
Q2 		$142K Buy
+6,099
New +$140K 0.02% 98
2023
Q3 		– Sell
-9,292
Closed -$214K – 72
2023
Q2 		$214K Sell
9,292
-300
-3% -$6.98K 0.03% 64
2023
Q1 		$225K Sell
9,592
-582
-6% -$13.5K 0.04% 58
2022
Q4 		$232K Buy
10,174
+80
+0.8% +$1.82K 0.06% 54
2022
Q3 		$229K Buy
10,094
+54
+0.5% +$1.29K 0.05% 50
2022
Q2 		$240K Sell
10,040
-4,290
-30% -$104K 0.04% 55
2022
Q1 		$362K Sell
14,330
-8,830
-38% -$229K 0.07% 48
2021
Q4 		$624K Sell
23,160
-1,084
-4% -$29.3K 0.1% 35
2021
Q3 		$658K Sell
24,244
-4,186
-15% -$115K 0.16% 29
2021
Q2 		$776K Sell
28,430
-304
-1% -$8.25K 0.13% 28
2021
Q1 		$780K Sell
28,734
-6,798
-19% -$187K 0.22% 25
2020
Q4 		$995K Sell
35,532
-9,848
-22% -$275K 0.19% 17
2020
Q3 		$1.26M Buy
45,380
+13,324
+42% +$376K 0.36% 16
2020
Q2 		$901K Buy
32,056
+3,322
+12% +$92.4K 0.31% 13
2020
Q1 		$780K Sell
28,734
-9,190
-24% -$248K 0.22% 25
2019
Q4 		$1.01M Sell
37,924
-645,696
-94% -$17.3M 0.19% 26
2019
Q3 		$18.4M Buy
683,620
+22,408
+3% +$599K 3.73% 11
2019
Q2 		$17.7M Buy
661,212
+54,678
+9% +$1.42M 4.04% 10
2019
Q1 		$15.7M Sell
606,534
-71,776
-11% -$1.83M 3.78% 12
2018
Q4 		$17.2M Sell
678,310
-552,768
-45% -$13.8M 5.46% 9
2018
Q3 		$30.9M Buy
1,231,078
+21,730
+2% +$549K 6.83% 8
2018
Q2 		$30.6M Buy
1,209,348
+53,012
+5% +$1.34M 7.07% 8
2018
Q1 		$29.5M Buy
1,156,336
+27,852
+2% +$712K 7.37% 7
2017
Q4 		$29.4M Sell
1,128,484
-3,770
-0.3% -$98.4K 8.66% 7
2017
Q3 		$29.6M Buy
1,132,254
+68,362
+6% +$1.79M 10.22% 6
2017
Q2 		$27.8M Sell
1,063,892
-10,346
-1% -$270K 9.19% 7
2017
Q1 		$27.8M Sell
1,074,238
-43,266
-4% -$1.12M 9.31% 7
2016
Q4 		$28.8M Buy
+1,117,504
New +$29.2M 9.38% 7

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

Total Investment Management's SCHZ Position: Q1 2026 in Review

Total Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 12,969 shares — an estimated $303K sold.

Total Investment Management first reported a position in SCHZ in Q4 2016 and held it in 29 quarters. The position peaked at $30.9M in Q3 2018. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Total Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Total Investment Management sold 12,969 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $303K.
  • Total Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and held it in 29 quarters.
  • Total Investment Management's Schwab US Aggregate Bond ETF position peaked at $30.9M in Q3 2018.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.