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United Capital Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

United Capital Financial Advisors’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 		$13.6M Buy
585,144
+22,046
+4% +$516K 0.08% 193
2025
Q4 		$13.2M Sell
563,098
-57,391
-9% -$1.35M 0.08% 195
2025
Q3 		$14.6M Sell
620,489
-19,694
-3% -$458K 0.1% 160
2025
Q2 		$14.9M Sell
640,183
-86,204
-12% -$1.98M 0.12% 145
2025
Q1 		$16.8M Sell
726,387
-63,225
-8% -$1.45M 0.14% 121
2024
Q4 		$17.9M Buy
789,612
+30,578
+4% +$706K 0.15% 123
2024
Q3 		$18M Sell
759,034
-14,060
-2% -$329K 0.15% 133
2024
Q2 		$17.6M Sell
773,094
-9,422
-1% -$214K 0.15% 129
2024
Q1 		$18M Sell
782,516
-38,244
-5% -$879K 0.15% 136
2023
Q4 		$19.1M Sell
820,760
-170,816
-17% -$3.82M 0.16% 128
2023
Q3 		$21.9M Sell
991,576
-3,522
-0.4% -$79.8K 0.14% 142
2023
Q2 		$23M Sell
995,098
-37,000
-4% -$861K 0.13% 150
2023
Q1 		$24.2M Sell
1,032,098
-31,450
-3% -$732K 0.14% 144
2022
Q4 		$24.3M Sell
1,063,548
-212,578
-17% -$4.84M 0.14% 141
2022
Q3 		$28.9M Sell
1,276,126
-393,534
-24% -$9.37M 0.17% 119
2022
Q2 		$40M Sell
1,669,660
-103,392
-6% -$2.5M 0.22% 91
2022
Q1 		$44.8M Sell
1,773,052
-213,834
-11% -$5.55M 0.22% 93
2021
Q4 		$53.5M Sell
1,986,886
-31,488
-2% -$851K 0.25% 84
2021
Q3 		$54.8M Sell
2,018,374
-67,868
-3% -$1.86M 0.27% 74
2021
Q2 		$57M Buy
2,086,242
+19,312
+0.9% +$524K 0.29% 74
2021
Q1 		$55.8M Sell
2,066,930
-112,902
-5% -$3.1M 0.31% 67
2020
Q4 		$61.1M Buy
2,179,832
+52,592
+2% +$1.47M 0.37% 58
2020
Q3 		$59.6M Buy
2,127,240
+16,334
+0.8% +$461K 0.39% 53
2020
Q2 		$59.4M Sell
2,110,906
-103,542
-5% -$2.88M 0.43% 53
2020
Q1 		$60.1M Buy
2,214,448
+592,200
+37% +$16M 0.5% 39
2019
Q4 		$43.3M Buy
1,622,248
+10,188
+0.6% +$273K 0.28% 82
2019
Q3 		$43.4M Buy
1,612,060
+64,174
+4% +$1.72M 0.3% 73
2019
Q2 		$41M Buy
1,547,886
+93,298
+6% +$2.43M 0.27% 87
2019
Q1 		$37.7M Buy
1,454,588
+273,336
+23% +$6.97M 0.27% 88
2018
Q4 		$29.9M Buy
1,181,252
+37,228
+3% +$930K 0.24% 94
2018
Q3 		$28.7M Sell
1,144,024
-151,420
-12% -$3.82M 0.2% 110
2018
Q2 		$32.8M Buy
1,295,444
+20,046
+2% +$506K 0.24% 92
2018
Q1 		$32.5M Buy
1,275,398
+670,486
+111% +$17.1M 0.25% 93
2017
Q4 		$15.7M Buy
604,912
+14,722
+2% +$384K 0.12% 203
2017
Q3 		$15.5M Buy
590,190
+206,460
+54% +$5.41M 0.13% 187
2017
Q2 		$10M Sell
383,730
-40,370
-10% -$1.05M 0.09% 265
2017
Q1 		$11M Sell
424,100
-66,950
-14% -$1.73M 0.1% 240
2016
Q4 		$12.6M Sell
491,050
-59,492
-11% -$1.56M 0.12% 196
2016
Q3 		$14.8M Sell
550,542
-2,518,316
-82% -$67.6M 0.14% 166
2016
Q2 		$82.9M Buy
3,068,858
+180,850
+6% +$4.79M 0.84% 15
2016
Q1 		$76.3M Buy
2,888,008
+288,712
+11% +$7.54M 0.84% 16
2015
Q4 		$66.9M Buy
2,599,296
+351,558
+16% +$9.11M 0.77% 21
2015
Q3 		$58.6M Buy
2,247,738
+93,544
+4% +$2.43M 0.7% 21
2015
Q2 		$55.7M Buy
2,154,194
+258,862
+14% +$6.77M 0.65% 26
2015
Q1 		$49.9M Buy
1,895,332
+284,492
+18% +$7.5M 0.61% 27
2014
Q4 		$42.2M Buy
1,610,840
+998,056
+163% +$26M 0.63% 32
2014
Q3 		$15.9M Buy
612,784
+284,502
+87% +$7.37M 0.28% 95
2014
Q2 		$8.52M Buy
328,282
+46,908
+17% +$1.21M 0.16% 169
2014
Q1 		$7.19M Buy
+281,374
New +$7.17M 0.15% 160
2013
Q4 		– Sell
-205,036
Closed -$5.21M – 742
2013
Q3 		$5.21M Buy
205,036
+22,092
+12% +$557K 0.17% 140
2013
Q2 		$4.62M Buy
+182,944
New +$4.75M 0.12% 200

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

United Capital Financial Advisors's SCHZ Position: Q1 2026 in Review

United Capital Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.9% in Q1 2026, buying an estimated $516K and bringing the position to 585,144 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #193.

United Capital Financial Advisors first reported a position in SCHZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $82.9M in Q2 2016. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • United Capital Financial Advisors held 585,144 shares of Schwab US Aggregate Bond ETF worth $13.6M as of Q1 2026.
  • United Capital Financial Advisors bought 22,046 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $516K.
  • Schwab US Aggregate Bond ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #193 holding.
  • United Capital Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $82.9M in Q2 2016.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.