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

Zacks 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
2025
Q4 		– Sell
-11,172
Closed -$262K – 813
2025
Q3 		$262K Sell
11,172
-8,016
-42% -$186K ﹤0.01% 607
2025
Q2 		$446K Sell
19,188
-269
-1% -$6.17K ﹤0.01% 499
2025
Q1 		$451K Sell
19,457
-6,694
-26% -$153K ﹤0.01% 498
2024
Q4 		$594K Buy
26,151
+6,923
+36% +$160K 0.01% 468
2024
Q3 		$457K Buy
19,228
+130
+0.7% +$3.04K ﹤0.01% 502
2024
Q2 		$435K Buy
19,098
+228
+1% +$5.17K ﹤0.01% 462
2024
Q1 		$434K Buy
18,870
+164
+0.9% +$3.77K ﹤0.01% 489
2023
Q4 		$436K Buy
18,706
+264
+1% +$5.91K 0.01% 483
2023
Q3 		$408K Sell
18,442
-144
-0.8% -$3.26K 0.01% 475
2023
Q2 		$429K Buy
18,586
+2,326
+14% +$54.1K 0.01% 482
2023
Q1 		$381K Buy
16,260
+794
+5% +$18.5K 0.01% 488
2022
Q4 		$353K Sell
15,466
-30
-0.2% -$683 ﹤0.01% 487
2022
Q3 		$351K Buy
+15,496
New +$369K 0.01% 468
2022
Q2 		– Sell
-15,298
Closed -$387K – 639
2022
Q1 		$387K Buy
15,298
+1,866
+14% +$48.5K 0.01% 478
2021
Q4 		$362K Sell
13,432
-102
-0.8% -$2.76K 0.01% 511
2021
Q3 		$367K Sell
13,534
-726
-5% -$19.9K 0.01% 489
2021
Q2 		$389K Buy
14,260
+238
+2% +$6.46K 0.01% 485
2021
Q1 		$378K Buy
+14,022
New +$385K 0.01% 442
2018
Q3 		– Sell
-40,888
Closed -$1.03M – 595
2018
Q2 		$1.03M Buy
40,888
+21,268
+108% +$537K 0.02% 418
2018
Q1 		$501K Buy
+19,620
New +$502K 0.01% 458
2014
Q1 		– Sell
-22,550
Closed -$567K – 768
2013
Q4 		$567K Buy
+22,550
New +$572K 0.02% 340

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zacks Investment Management's SCHZ Position: Q4 2025 in Review

Zacks Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 11,172 shares — an estimated $262K sold.

Zacks Investment Management first reported a position in SCHZ in Q4 2013 and held it in 21 quarters. The position peaked at $1.03M in Q2 2018. 670 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Zacks Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 11,172 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $262K.
  • Zacks Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2013 and held it in 21 quarters.
  • Zacks Investment Management's Schwab US Aggregate Bond ETF position peaked at $1.03M in Q2 2018.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.