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Caldwell Sutter Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Caldwell Sutter Capital’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 		$1.54K Hold
66
– – ﹤0.01% 827
2026
Q1 		$1.53K Buy
66
+1
+2% +$23 ﹤0.01% 780
2025
Q4 		$1.53K Buy
65
+1
+2% +$23 ﹤0.01% 775
2025
Q3 		$1.51K Buy
+64
New +$1.49K ﹤0.01% 768

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
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

Caldwell Sutter Capital's SCHZ Position: Q2 2026 in Review

Caldwell Sutter Capital held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 66 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Caldwell Sutter Capital first reported a position in SCHZ in Q3 2025 and has held it in 4 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Caldwell Sutter Capital held 66 shares of Schwab US Aggregate Bond ETF worth $1.54K as of Q2 2026.
  • Caldwell Sutter Capital left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #827 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.