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Westside Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Westside Investment 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
Q2 		$3.1K Sell
134
-507
-79% -$11.7K ﹤0.01% 1293
2026
Q1 		$14.9K Hold
641
– – ﹤0.01% 998
2025
Q4 		$15K Hold
641
– – ﹤0.01% 969
2025
Q3 		$15K Hold
641
– – ﹤0.01% 987
2025
Q2 		$14.9K Hold
641
– – ﹤0.01% 796
2025
Q1 		$14.8K Sell
641
-475
-43% -$10.9K ﹤0.01% 619
2024
Q4 		$25.3K Hold
1,116
– – 0.01% 518
2024
Q3 		$26.5K Hold
1,116
– – 0.01% 515
2024
Q2 		$25.4K Hold
1,116
– – 0.01% 501
2024
Q1 		$25.7K Hold
1,116
– – 0.01% 483
2023
Q4 		$26K Hold
1,116
– – 0.01% 457
2023
Q3 		$24.7K Hold
1,116
– – 0.01% 456
2023
Q2 		$25.8K Hold
1,116
– – 0.01% 455
2023
Q1 		$26.2K Hold
1,116
– – 0.01% 459
2022
Q4 		$25 Hold
1,116
– – ﹤0.01% 511
2022
Q3 		$25 Hold
1,116
– – ﹤0.01% 491
2022
Q2 		$26 Hold
1,116
– – ﹤0.01% 478
2022
Q1 		$28 Buy
1,116
+2
+0.2% +$52 ﹤0.01% 479
2021
Q4 		$30 Hold
1,114
– – ﹤0.01% 452
2021
Q3 		$30 Hold
1,114
– – ﹤0.01% 438
2021
Q2 		$30 Hold
1,114
– – ﹤0.01% 428
2021
Q1 		$30 Buy
1,114
+980
+731% +$26.9K ﹤0.01% 417
2020
Q4 		$3 Hold
134
– – ﹤0.01% 599
2020
Q3 		$3 Hold
134
– – ﹤0.01% 597
2020
Q2 		$3 Hold
134
– – ﹤0.01% 587
2020
Q1 		$3 Buy
+134
New +$3.62K ﹤0.01% 576
2019
Q2 		$3 Buy
+134
New +$3.48K ﹤0.01% 590

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Westside Investment Management's SCHZ Position: Q2 2026 in Review

Westside Investment Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 79% in Q2 2026, selling an estimated $11.7K and leaving 134 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Westside Investment Management first reported a position in SCHZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $26.5K in Q3 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Westside Investment Management held 134 shares of Schwab US Aggregate Bond ETF worth $3.1K as of Q2 2026.
  • Westside Investment Management sold 507 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1293 holding.
  • Westside Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Westside Investment Management's Schwab US Aggregate Bond ETF position peaked at $26.5K in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.