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

TownSquare Capital’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
Q2 		– Sell
-54,171
Closed -$1.25M – 1422
2025
Q1 		$1.25M Buy
54,171
+9,706
+22% +$222K 0.01% 760
2024
Q4 		$1.01M Buy
44,465
+9,983
+29% +$231K 0.01% 763
2024
Q3 		$819K Sell
34,482
-10,310
-23% -$241K 0.01% 779
2024
Q2 		$1.02M Sell
44,792
-3,296
-7% -$74.7K 0.01% 675
2024
Q1 		$1.11M Buy
+48,088
New +$1.11M 0.02% 635
2023
Q2 		– Sell
-8,596
Closed -$202K – 1111
2023
Q1 		$202K Buy
+8,596
New +$200K ﹤0.01% 925

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

TownSquare Capital's SCHZ Position: Q2 2025 in Review

TownSquare Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 54,171 shares — an estimated $1.25M sold.

TownSquare Capital first reported a position in SCHZ in Q1 2023 and held it in 6 quarters. The position peaked at $1.25M in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • TownSquare Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 54,171 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $1.25M.
  • TownSquare Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
  • TownSquare Capital's Schwab US Aggregate Bond ETF position peaked at $1.25M in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.