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

Trust Company’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 		$8.03K Hold
347
– – ﹤0.01% 450
2026
Q1 		$8.06K Buy
347
+1
+0.3% +$23 ﹤0.01% 449
2025
Q4 		$8.09K Buy
+346
New +$8.13K ﹤0.01% 446

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 $103B AUM 28.65% 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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Trust Company's SCHZ Position: Q2 2026 in Review

Trust Company held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 347 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Trust Company first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.09K in Q4 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Trust Company held 347 shares of Schwab US Aggregate Bond ETF worth $8.03K as of Q2 2026.
  • Trust Company left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #450 holding.
  • Trust Company first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Trust Company's Schwab US Aggregate Bond ETF position peaked at $8.09K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.