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Cahill Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cahill Financial Advisors’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 		$3.89M Buy
168,200
+10,943
+7% +$253K 0.37% 49
2026
Q1 		$3.65M Buy
157,257
+16
+0% +$374 0.4% 47
2025
Q4 		$3.67M Buy
157,241
+78,323
+99% +$1.84M 0.4% 47
2025
Q3 		$1.85M Buy
78,918
+42,953
+119% +$998K 0.21% 81
2025
Q2 		$836K Sell
35,965
-6,239
-15% -$143K 0.1% 136
2025
Q1 		$977K Sell
42,204
-11,292
-21% -$259K 0.13% 118
2024
Q4 		$1.21M Sell
53,496
-5,336
-9% -$123K 0.16% 103
2024
Q3 		$1.4M Buy
58,832
+14
+0% +$328 0.19% 84
2024
Q2 		$1.34M Sell
58,818
-2,132
-3% -$48.3K 0.18% 99
2024
Q1 		$1.4M Buy
60,950
+10
+0% +$230 0.19% 98
2023
Q4 		$1.42M Buy
60,940
+3,402
+6% +$76.1K 0.21% 93
2023
Q3 		$1.27M Sell
57,538
-214
-0.4% -$4.85K 0.21% 99
2023
Q2 		$1.33M Buy
57,752
+6,768
+13% +$157K 0.22% 98
2023
Q1 		$1.2M Sell
50,984
-342
-0.7% -$7.96K 0.21% 108
2022
Q4 		$1.17M Buy
51,326
+27,820
+118% +$633K 0.23% 108
2022
Q3 		$533K Sell
23,506
-1,350
-5% -$32.1K 0.11% 148
2022
Q2 		$595K Hold
24,856
– – 0.13% 140
2022
Q1 		$628K Hold
24,856
– – 0.12% 145
2021
Q4 		$670K Buy
24,856
+24,102
+3,197% +$652K 0.13% 140
2021
Q3 		$20K Buy
+754
New +$20.7K ﹤0.01% 453
2021
Q2 		– Sell
-9,862
Closed -$266K – 209
2021
Q1 		$266K Buy
9,862
+34
+0.3% +$933 0.06% 181
2020
Q4 		$275K Buy
9,828
+176
+2% +$4.92K 0.07% 173
2020
Q3 		$271K Buy
9,652
+34
+0.4% +$959 0.1% 139
2020
Q2 		$271K Buy
9,618
+74
+0.8% +$2.06K 0.1% 138
2020
Q1 		$259K Sell
9,544
-544
-5% -$14.7K 0.12% 128
2019
Q4 		$270K Sell
10,088
-546
-5% -$14.6K 0.1% 141
2019
Q3 		$287K Buy
10,634
+70
+0.7% +$1.87K 0.11% 134
2019
Q2 		$280K Buy
10,564
+280
+3% +$7.28K 0.11% 133
2019
Q1 		$267K Buy
10,284
+48
+0.5% +$1.23K 0.11% 132
2018
Q4 		$259K Buy
+10,236
New +$256K 0.13% 127

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cahill Financial Advisors's SCHZ Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7% in Q2 2026, buying an estimated $253K and bringing the position to 168,200 shares worth $3.89M. The position accounts for 0.37% of the portfolio, ranked #49.

Cahill Financial Advisors first reported a position in SCHZ in Q4 2018 and has held it in 30 quarters since. 539 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cahill Financial Advisors held 168,200 shares of Schwab US Aggregate Bond ETF worth $3.89M as of Q2 2026.
  • Cahill Financial Advisors bought 10,943 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $253K.
  • Schwab US Aggregate Bond ETF made up 0.37% of Cahill Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 539 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.