TRCT
SCHZ icon

Tower Research Capital (TRC)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-581
Closed -$13.5K – 5586
2026
Q1 		$13.5K Buy
581
+498
+600% +$11.7K ﹤0.01% 3738
2025
Q4 		$1.94K Buy
+83
New +$1.95K ﹤0.01% 4611
2025
Q3 		– Sell
-143
Closed -$3.32K – 5576
2025
Q2 		$3.32K Buy
+143
New +$3.28K ﹤0.01% 4521
2024
Q4 		– Sell
-20
Closed -$475 – 5962
2024
Q3 		$475 Buy
+20
New +$468 ﹤0.01% 5328
2024
Q1 		– Sell
-176
Closed -$4.1K – 6105
2023
Q4 		$4.1K Buy
176
+168
+2,100% +$3.76K ﹤0.01% 4993
2023
Q3 		$177 Buy
8
+6
+300% +$136 ﹤0.01% 5669
2023
Q2 		$46 Sell
2
-30
-94% -$698 ﹤0.01% 5877
2023
Q1 		$1K Buy
+32
New +$745 ﹤0.01% 5603
2022
Q4 		– Sell
-114
Closed -$3K – 6312
2022
Q3 		$3K Buy
114
+72
+171% +$1.71K ﹤0.01% 5418
2022
Q2 		$1K Buy
+42
New +$1.02K ﹤0.01% 5846
2020
Q4 		– Sell
-2,400
Closed -$67K – 5379
2020
Q3 		$67K Buy
+2,400
New +$67.7K ﹤0.01% 3414
2020
Q2 		– Sell
-4,400
Closed -$119K – 4962
2020
Q1 		$119K Buy
+4,400
New +$119K 0.01% 933
2015
Q3 		– Sell
-4,092
Closed -$106K – 4659
2015
Q2 		$106K Buy
+4,092
New +$107K 0.01% 754

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 $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Tower Research Capital (TRC)'s SCHZ Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 581 shares — an estimated $13.5K sold.

Tower Research Capital (TRC) first reported a position in SCHZ in Q2 2015 and held it in 13 quarters. The position peaked at $119K in Q1 2020. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 581 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $13.5K.
  • Tower Research Capital (TRC) first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and held it in 13 quarters.
  • Tower Research Capital (TRC)'s Schwab US Aggregate Bond ETF position peaked at $119K in Q1 2020.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.