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Waterloo Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Waterloo Capital’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 		$312K Buy
13,422
+1,849
+16% +$43.3K 0.02% 387
2025
Q4 		$270K Buy
11,573
+111
+1% +$2.61K 0.02% 391
2025
Q3 		$269K Buy
11,462
+1,553
+16% +$36.1K 0.02% 376
2025
Q2 		$230K Sell
9,909
-1,571
-14% -$36K 0.02% 416
2025
Q1 		$266K Buy
11,480
+283
+3% +$6.48K 0.02% 340
2024
Q4 		$254K Buy
+11,197
New +$259K 0.03% 317
2020
Q1 		$1.07M Buy
+39,280
New +$1.06M 0.76% 29

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

Waterloo Capital's SCHZ Position: Q1 2026 in Review

Waterloo Capital increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q1 2026, buying an estimated $43.3K and bringing the position to 13,422 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #387.

Waterloo Capital first reported a position in SCHZ in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Waterloo Capital held 13,422 shares of Schwab US Aggregate Bond ETF worth $312K as of Q1 2026.
  • Waterloo Capital bought 1,849 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $43.3K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #387 holding.
  • Waterloo Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 7 quarters since.
  • Waterloo Capital's Schwab US Aggregate Bond ETF position peaked at $1.07M in Q1 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.