WWM
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Western Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Western Wealth Management’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 		$463K Buy
19,954
+11,227
+129% +$263K 0.02% 663
2025
Q4 		$204K Buy
+8,727
New +$205K 0.01% 806
2025
Q3 		– Sell
-11,029
Closed -$256K – 783
2025
Q2 		$256K Sell
11,029
-5,218
-32% -$120K 0.02% 604
2025
Q1 		$376K Buy
16,247
+6,254
+63% +$143K 0.02% 461
2024
Q4 		$227K Sell
9,993
-21,171
-68% -$489K 0.01% 607
2024
Q3 		$740K Buy
31,164
+16,518
+113% +$387K 0.04% 358
2024
Q2 		$334K Buy
14,646
+94
+0.6% +$2.13K 0.02% 459
2024
Q1 		$335K Sell
14,552
-208
-1% -$4.78K 0.03% 474
2023
Q4 		$344K Buy
14,760
+998
+7% +$22.3K 0.02% 518
2023
Q3 		$304K Buy
13,762
+3,000
+28% +$68K 0.03% 508
2023
Q2 		$248K Sell
10,762
-244
-2% -$5.68K 0.02% 553
2023
Q1 		$258K Hold
11,006
– – 0.02% 535
2022
Q4 		$251K Sell
11,006
-11,446
-51% -$261K 0.03% 514
2022
Q3 		$509K Hold
22,452
– – 0.03% 473
2022
Q2 		$540K Sell
22,452
-4,760
-17% -$115K 0.03% 454
2022
Q1 		$688K Buy
27,212
+12,542
+85% +$326K 0.03% 432
2021
Q4 		$396K Buy
+14,670
New +$397K 0.04% 380
2021
Q2 		$416K Sell
15,248
-150
-1% -$4.07K 0.04% 403
2021
Q1 		$415K Buy
15,398
+160
+1% +$4.39K 0.06% 326
2020
Q4 		$427K Sell
15,238
-264
-2% -$7.38K 0.06% 281
2020
Q3 		$435K Hold
15,502
– – 0.07% 262
2020
Q2 		$436K Hold
15,502
– – 0.08% 249
2020
Q1 		$421K Sell
15,502
-1,384
-8% -$37.4K 0.1% 208
2019
Q4 		$451K Sell
16,886
-300
-2% -$8.04K 0.07% 246
2019
Q3 		$465K Sell
17,186
-152
-0.9% -$4.07K 0.1% 225
2019
Q2 		$461K Buy
17,338
+2,200
+15% +$57.2K 0.06% 239
2019
Q1 		$394K Sell
15,138
-818
-5% -$20.9K 0.09% 239
2018
Q4 		$403K Buy
+15,956
New +$398K 0.11% 205

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

Western Wealth Management's SCHZ Position: Q1 2026 in Review

Western Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 129% in Q1 2026, buying an estimated $263K and bringing the position to 19,954 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #663.

Western Wealth Management first reported a position in SCHZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $740K in Q3 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Western Wealth Management held 19,954 shares of Schwab US Aggregate Bond ETF worth $463K as of Q1 2026.
  • Western Wealth Management bought 11,227 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $263K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #663 holding.
  • Western Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's Schwab US Aggregate Bond ETF position peaked at $740K in Q3 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.