VR
SCHZ icon

Vision Retirement’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Vision Retirement’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 		– Sell
-4,094
Closed -$95.7K – 674
2025
Q4 		$95.7K Buy
+4,094
New +$96.1K 0.03% 168

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
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 $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

Vision Retirement's SCHZ Position: Q1 2026 in Review

Vision Retirement sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 4,094 shares — an estimated $95.7K sold.

Vision Retirement first reported a position in SCHZ in Q4 2025 and held it in 1 quarter. The position peaked at $95.7K in Q4 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Vision Retirement reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 4,094 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $95.7K.
  • Vision Retirement first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's Schwab US Aggregate Bond ETF position peaked at $95.7K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.