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Towercrest Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Towercrest Capital 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 		$23.6M Sell
1,014,783
-4,068
-0.4% -$95.2K 3.67% 8
2025
Q4 		$23.8M Sell
1,018,851
-45,091
-4% -$1.06M 3.75% 8
2025
Q3 		$25M Buy
1,063,942
+36,009
+4% +$837K 4.01% 6
2025
Q2 		$23.9M Sell
1,027,933
-61,513
-6% -$1.41M 4.26% 6
2025
Q1 		$25.2M Buy
1,089,446
+19,035
+2% +$436K 4.79% 6
2024
Q4 		$24.3M Sell
1,070,411
-32,157
-3% -$743K 3.93% 6
2024
Q3 		$26.2M Buy
1,102,568
+16,834
+2% +$394K 4.22% 6
2024
Q2 		$24.7M Buy
1,085,734
+19,710
+2% +$447K 4.07% 7
2024
Q1 		$24.5M Buy
1,066,024
+17,854
+2% +$411K 4.14% 7
2023
Q4 		$24.4M Sell
1,048,170
-21,482
-2% -$481K 4.37% 6
2023
Q3 		$23.7M Buy
1,069,652
+27,872
+3% +$632K 4.6% 6
2023
Q2 		$24M Buy
1,041,780
+4,912
+0.5% +$114K 4.48% 6
2023
Q1 		$24.3M Buy
1,036,868
+57,566
+6% +$1.34M 5.06% 4
2022
Q4 		$22.4M Sell
979,302
-57,466
-6% -$1.31M 4.95% 3
2022
Q3 		$23.5M Sell
1,036,768
-76,936
-7% -$1.83M 5.5% 4
2022
Q2 		$26.7M Sell
1,113,704
-157,750
-12% -$3.82M 5.96% 3
2022
Q1 		$32.1M Buy
1,271,454
+40,520
+3% +$1.05M 6.27% 2
2021
Q4 		$33.2M Buy
1,230,934
+4,282
+0.3% +$116K 6.07% 3
2021
Q3 		$33.3M Buy
1,226,652
+49,196
+4% +$1.35M 6.31% 2
2021
Q2 		$32.1M Buy
1,177,456
+26,808
+2% +$727K 6.22% 3
2021
Q1 		$31M Buy
1,150,648
+129,992
+13% +$3.57M 6.64% 2
2020
Q4 		$28.6M Buy
1,020,656
+22,350
+2% +$625K 6.43% 3
2020
Q3 		$28M Buy
998,306
+115,400
+13% +$3.25M 6.87% 3
2020
Q2 		$24.8M Sell
882,906
-48,080
-5% -$1.34M 6.49% 3
2020
Q1 		$25.3M Buy
930,986
+47,712
+5% +$1.29M 7.58% 2
2019
Q4 		$23.6M Buy
883,274
+20,278
+2% +$543K 6.03% 4
2019
Q3 		$23.2M Buy
862,996
+48,394
+6% +$1.29M 6.44% 2
2019
Q2 		$21.6M Buy
814,602
+71,322
+10% +$1.85M 6.11% 3
2019
Q1 		$19.3M Sell
743,280
-23,176
-3% -$591K 5.55% 4
2018
Q4 		$19.4M Sell
766,456
-24,990
-3% -$624K 6.23% 3
2018
Q3 		$19.9M Buy
791,446
+63,040
+9% +$1.59M 5.88% 2
2018
Q2 		$18.4M Buy
+728,406
New +$18.4M 5.81% 2

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

Towercrest Capital Management's SCHZ Position: Q1 2026 in Review

Towercrest Capital Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.4% in Q1 2026, selling an estimated $95.2K and leaving 1,014,783 shares worth $23.6M. The position accounts for 3.67% of the portfolio, ranked #8.

Towercrest Capital Management first reported a position in SCHZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $33.3M in Q3 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Towercrest Capital Management held 1,014,783 shares of Schwab US Aggregate Bond ETF worth $23.6M as of Q1 2026.
  • Towercrest Capital Management sold 4,068 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $95.2K.
  • Schwab US Aggregate Bond ETF made up 3.67% of Towercrest Capital Management's portfolio in Q1 2026, its #8 holding.
  • Towercrest Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Towercrest Capital Management's Schwab US Aggregate Bond ETF position peaked at $33.3M in Q3 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.