SCHZ — SCHWAB US AGGREGATE BOND ETF

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in SCHWAB US AGGREGATE BOND ETF (SCHZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.31% (2025 Q3)
Avg. % of fund
0.74%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,744 +1,338 +1.0% 1.29% $3.0M $23.21
2025 Q3 ADDED 128,406 +33,176 +34.8% 1.31% $3.0M $23.00
2025 Q2 ADDED 95,230 +11,437 +13.6% 1.07% $2.2M $22.54
2025 Q1 ADDED 83,793 +13,162 +18.6% 1.00% $1.9M $22.24
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHZ price (monthly, adj. close)

Other funds also holding SCHZ

As of 2025 Q4 — sorted by position size

Rockbridge Investment Management, LCC 3Y 19.47% ZynergyRetirementPlanningLLC 18.0% KilterHowling LLC 14.88% Pioneer Wealth Management Group 12.87% Total Wealth Planning, LLC 3Y 7Y 10.83% FINANCIAL LIFE ADVISORS 3Y 7Y 10.65% Charles Schwab Trust Co 3Y 9.55% Pacific Park Financial, Inc. 9.34% THEORY FINANCIAL LLC 3Y 9.0% Bestgate Wealth Advisors, LLC 7.97%
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