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Wealthspire Advisors (New York)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealthspire Advisors (New York)’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 		$1.01M Sell
43,516
-38,209
-47% -$894K 0.01% 408
2025
Q4 		$1.91M Sell
81,725
-9,028
-10% -$212K 0.02% 302
2025
Q3 		$2.13M Sell
90,753
-8,426
-8% -$196K 0.01% 267
2025
Q2 		$2.3M Sell
99,179
-4,056
-4% -$93.1K 0.01% 261
2025
Q1 		$2.39M Sell
103,235
-2,038
-2% -$46.7K 0.01% 250
2024
Q4 		$2.39M Buy
105,273
+25,309
+32% +$585K 0.02% 229
2024
Q3 		$1.9M Sell
79,964
-26,596
-25% -$623K 0.02% 262
2024
Q2 		$2.43M Sell
106,560
-38,076
-26% -$863K 0.03% 184
2024
Q1 		$3.33M Sell
144,636
-33,168
-19% -$763K 0.04% 138
2023
Q4 		$4.14M Buy
177,804
+104,090
+141% +$2.33M 0.06% 122
2023
Q3 		$1.63M Buy
73,714
+40
+0.1% +$906 0.03% 195
2023
Q2 		$1.7M Sell
73,674
-3,166
-4% -$73.7K 0.03% 169
2023
Q1 		$1.8M Sell
76,840
-9,552
-11% -$222K 0.03% 167
2022
Q4 		$1.97M Buy
86,392
+1,966
+2% +$44.8K 0.04% 156
2022
Q3 		$1.91M Sell
84,426
-74,284
-47% -$1.77M 0.04% 147
2022
Q2 		$3.8M Sell
158,710
-77,406
-33% -$1.87M 0.08% 104
2022
Q1 		$5.97M Sell
236,116
-51,232
-18% -$1.33M 0.13% 67
2021
Q4 		$7.74M Sell
287,348
-31,104
-10% -$841K 0.17% 58
2021
Q3 		$8.64M Sell
318,452
-54,572
-15% -$1.5M 0.18% 67
2021
Q2 		$10.2M Sell
373,024
-333,470
-47% -$9.05M 0.27% 46
2021
Q1 		$19.1M Sell
706,494
-315,206
-31% -$8.65M 0.45% 30
2020
Q4 		$28.6M Buy
+1,021,700
New +$28.6M 0.85% 22
2020
Q2 		– Sell
-750,988
Closed -$20.4M – 487
2020
Q1 		$20.4M Buy
+750,988
New +$20.3M 0.85% 22

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

Wealthspire Advisors (New York)'s SCHZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 47% in Q1 2026, selling an estimated $894K and leaving 43,516 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #408.

Wealthspire Advisors (New York) first reported a position in SCHZ in Q1 2020 and has held it in 23 quarters since. The position peaked at $28.6M in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Wealthspire Advisors (New York) held 43,516 shares of Schwab US Aggregate Bond ETF worth $1.01M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 38,209 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $894K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #408 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Aggregate Bond ETF position peaked at $28.6M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.