WealthCollab’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WealthCollab’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	$295K	Sell	12,698 -143	-1%	-$3.35K	0.12%	62
2025 Q4	$300K	Sell	12,841 -5,206	-29%	-$122K	0.12%	68
2025 Q3	$424K	Hold	18,047	–	–	0.19%	55
2025 Q2	$419K	Hold	18,047	–	–	0.23%	48
2025 Q1	$418K	Sell	18,047 -1,453	-7%	-$33.3K	0.26%	46
2024 Q4	$443K	Sell	19,500 -1,142	-6%	-$26.4K	0.28%	46
2024 Q3	$490K	Hold	20,642	–	–	0.32%	43
2024 Q2	$470K	Hold	20,642	–	–	0.34%	43
2024 Q1	$475K	Hold	20,642	–	–	0.35%	40
2023 Q4	$481K	Buy	+20,642	New	+$462K	0.38%	38

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthCollab's SCHZ Position: Q1 2026 in Review

WealthCollab reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q1 2026, selling an estimated $3.35K and leaving 12,698 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #62.

WealthCollab first reported a position in SCHZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $490K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

WealthCollab held 12,698 shares of Schwab US Aggregate Bond ETF worth $295K as of Q1 2026.
WealthCollab sold 143 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.35K.
Schwab US Aggregate Bond ETF made up 0.12% of WealthCollab's portfolio in Q1 2026, its #62 holding.
WealthCollab first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Schwab US Aggregate Bond ETF position peaked at $490K in Q3 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.