William Blair & Company
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William Blair & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

William Blair & Company’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
2025
Q3 		– Sell
-1,712
Closed -$39.8K – 1897
2025
Q2 		$39.8K Buy
1,712
+328
+24% +$7.53K ﹤0.01% 1623
2025
Q1 		$32.1K Buy
1,384
+170
+14% +$3.89K ﹤0.01% 1634
2024
Q4 		$27.6K Buy
1,214
+132
+12% +$3.05K ﹤0.01% 1666
2024
Q3 		$25.7K Sell
1,082
-1,180
-52% -$27.6K ﹤0.01% 1689
2024
Q2 		$51.6K Hold
2,262
– – ﹤0.01% 1595
2024
Q1 		$52K Sell
2,262
-1,282
-36% -$29.5K ﹤0.01% 1593
2023
Q4 		$82.6K Buy
3,544
+2,178
+159% +$48.7K ﹤0.01% 1527
2023
Q3 		$30.2K Sell
1,366
-4,314
-76% -$97.8K ﹤0.01% 1641
2023
Q2 		$131K Buy
5,680
+4,314
+316% +$100K ﹤0.01% 1481
2023
Q1 		$32K Buy
1,366
+284
+26% +$6.61K ﹤0.01% 1643
2022
Q4 		$24.7K Hold
1,082
– – ﹤0.01% 1663
2022
Q3 		$25K Hold
1,082
– – ﹤0.01% 1675
2022
Q2 		$26K Hold
1,082
– – ﹤0.01% 1697
2022
Q1 		$27K Hold
1,082
– – ﹤0.01% 1765
2021
Q4 		$29K Sell
1,082
-92
-8% -$2.49K ﹤0.01% 1821
2021
Q3 		$32K Buy
+1,174
New +$32.2K ﹤0.01% 1727
2020
Q4 		– Sell
-3,170
Closed -$89K – 1856
2020
Q3 		$89K Buy
+3,170
New +$89.4K ﹤0.01% 1446
2020
Q1 		– Sell
-314
Closed -$8K – 1751
2019
Q4 		$8K Hold
314
– – ﹤0.01% 1650
2019
Q3 		$8K Hold
314
– – ﹤0.01% 1615
2019
Q2 		$8K Sell
314
-394
-56% -$10.2K ﹤0.01% 1660
2019
Q1 		$18K Hold
708
– – ﹤0.01% 1577
2018
Q4 		$18K Buy
+708
New +$17.7K ﹤0.01% 1505

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RIM
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APP
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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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

William Blair & Company's SCHZ Position: Q3 2025 in Review

William Blair & Company sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 1,712 shares — an estimated $39.8K sold.

William Blair & Company first reported a position in SCHZ in Q4 2018 and held it in 22 quarters. The position peaked at $131K in Q2 2023. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • William Blair & Company reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • William Blair & Company sold 1,712 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $39.8K.
  • William Blair & Company first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 22 quarters.
  • William Blair & Company's Schwab US Aggregate Bond ETF position peaked at $131K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.