Trust Company of Vermont’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Trust Company of Vermont’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 Q4	$213K	Buy	+9,104	New	+$214K	0.01%	353

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RIM

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APP

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CST

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trust Company of Vermont's SCHZ Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025: 9,104 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings.

667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Trust Company of Vermont held 9,104 shares of Schwab US Aggregate Bond ETF worth $213K as of Q4 2025.
Schwab US Aggregate Bond ETF was a new Trust Company of Vermont position in Q4 2025.
Schwab US Aggregate Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #353 holding.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.