Tucker Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tucker Asset 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
2025 Q4	$29.2K	Hold	1,250	–	–	0.01%	397
2025 Q3	$29.3K	Hold	1,250	–	–	0.01%	208
2025 Q2	$29.1K	Hold	1,250	–	–	0.01%	187
2025 Q1	$28.9K	Hold	1,250	–	–	0.01%	188
2024 Q4	$28.4K	Buy	1,250 +1,196	+2,215%	+$27.6K	﹤0.01%	475
2024 Q3	$1.28K	Hold	54	–	–	﹤0.01%	1238
2024 Q2	$1.23K	Hold	54	–	–	﹤0.01%	1412
2024 Q1	$1.24K	Hold	54	–	–	﹤0.01%	1404
2023 Q4	$1.26K	Hold	54	–	–	﹤0.01%	1221
2023 Q3	$1.19K	Hold	54	–	–	﹤0.01%	1139
2023 Q2	$1.25K	Hold	54	–	–	﹤0.01%	938
2023 Q1	$1.27K	Buy	+54	New	+$1.26K	﹤0.01%	959

Other funds holding SCHZ

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Tucker Asset Management's SCHZ Position: Q4 2025 in Review

Tucker Asset Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q4 2025 at 1,250 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Tucker Asset Management first reported a position in SCHZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $29.3K in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Tucker Asset Management held 1,250 shares of Schwab US Aggregate Bond ETF worth $29.2K as of Q4 2025.
Tucker Asset Management left its Schwab US Aggregate Bond ETF share count unchanged in Q4 2025.
Schwab US Aggregate Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #397 holding.
Tucker Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's Schwab US Aggregate Bond ETF position peaked at $29.3K in Q3 2025.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.