SCHZ β€” SCHWAB US AGGREGATE BOND ETF

Ownership history in KICKSTAND VENTURES, LLC.  Β·  10 quarters on record

AI Ownership Summary

KICKSTAND VENTURES, LLC. reported SCHWAB US AGGREGATE BOND ETF (SCHZ) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.06% in 2025 Q1. The latest visible filing shows SCHZ at 2.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KICKSTAND VENTURES, LLC.'s position in SCHWAB US AGGREGATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHZ was reported at 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KICKSTAND VENTURES, LLC. held SCHZ β€” position size vs. price
% of Fund (quarterly)    SCHZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 484,183 -4,159 -0.9% 2.38% $11.3M 2026-02-14 (Est.) $23.54
2025 Q3 ADDED 488,342 +23,665 +5.1% 2.52% $11.5M 2025-11-14 $23.09
2025 Q2 REDUCED 464,677 -48,745 -9.5% 2.52% $10.8M 2025-07-22 $22.48
2025 Q1 REDUCED 513,422 -12,070 -2.3% 3.06% $11.9M 2025-05-09 $22.13
2024 Q4 ADDED 525,492 +274,460 +109.3% 3.05% $11.9M 2025-01-29 $21.78
2024 Q3 ADDED 251,032 +11,215 +4.7% 3.04% $11.9M 2024-10-21 $21.89
2024 Q2 ADDED 239,817 +35,729 +17.5% 2.99% $10.9M 2024-07-19 $21.51
2024 Q1 ADDED 204,088 +5,555 +2.8% 2.66% $9.4M 2024-05-14 $21.04
2023 Q4 ADDED 198,533 +61,188 +44.6% 2.66% $9.3M 2024-02-08 $21.11
2023 Q3 INITIATED 137,345 β€” β€” 1.88% $6.1M 2023-11-13 $20.12

FAQ About KICKSTAND VENTURES, LLC. and SCHZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has KICKSTAND VENTURES, LLC. reported owning SCHZ?

KICKSTAND VENTURES, LLC. reported SCHZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SCHZ position in KICKSTAND VENTURES, LLC.'s portfolio?

The largest reported portfolio weight for SCHZ was 3.06% in 2025 Q1.

What is the latest reported SCHZ position on this page?

The most recent filing on this page is 2025 Q4, when KICKSTAND VENTURES, LLC. reported 484,183 shares, equal to 2.38% of portfolio, with an estimated market value of $11.3M.

What does the chart on this SCHZ ownership page compare?

The chart compares KICKSTAND VENTURES, LLC.'s quarterly SCHZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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