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
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 $1.56T 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 $3.64B AUM 14.73% 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

Tower Research Capital (TRC)'s SCHZ Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 600% in Q1 2026, buying an estimated $11.7K and bringing the position to 581 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Tower Research Capital (TRC) first reported a position in SCHZ in Q2 2015 and has held it in 13 quarters since. The position peaked at $119K in Q1 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Tower Research Capital (TRC) held 581 shares of Schwab US Aggregate Bond ETF worth $13.5K as of Q1 2026.
  • Tower Research Capital (TRC) bought 498 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $11.7K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #3738 holding.
  • Tower Research Capital (TRC) first reported a position in Schwab US Aggregate Bond ETF in Q2 2015 and has held it in 13 quarters since.
  • Tower Research Capital (TRC)'s Schwab US Aggregate Bond ETF position peaked at $119K in Q1 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.