Wedbush Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wedbush Securities’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	$246K	Sell	10,606 -350	-3%	-$8.19K	0.01%	1009
2025 Q4	$256K	Buy	+10,956	New	+$257K	0.01%	961
2025 Q3	–	Sell	-10,956	Closed	-$255K	–	1250
2025 Q2	$255K	Hold	10,956	–	–	0.01%	926
2025 Q1	$254K	Hold	10,956	–	–	0.01%	899
2024 Q4	$249K	Buy	10,956 +248	+2%	+$5.73K	0.01%	919
2024 Q3	$254K	Hold	10,708	–	–	0.01%	881
2024 Q2	$244K	Hold	10,708	–	–	0.01%	973
2024 Q1	$246K	Sell	10,708 -304	-3%	-$6.99K	0.01%	975
2023 Q4	$257K	Buy	11,012 +344	+3%	+$7.7K	0.01%	842
2023 Q3	$236K	Buy	10,668 +194	+2%	+$4.4K	0.01%	839
2023 Q2	$242K	Buy	10,474 +530	+5%	+$12.3K	0.01%	852
2023 Q1	$233K	Buy	+9,944	New	+$231K	0.01%	872

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

Wedbush Securities's SCHZ Position: Q1 2026 in Review

Wedbush Securities reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.2% in Q1 2026, selling an estimated $8.19K and leaving 10,606 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1009.

Wedbush Securities first reported a position in SCHZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $257K in Q4 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Wedbush Securities held 10,606 shares of Schwab US Aggregate Bond ETF worth $246K as of Q1 2026.
Wedbush Securities sold 350 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $8.19K.
Schwab US Aggregate Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1009 holding.
Wedbush Securities first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Wedbush Securities's Schwab US Aggregate Bond ETF position peaked at $257K in Q4 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.