CWMK
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Caliber Wealth Management (Kansas)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Caliber Wealth Management (Kansas)’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 		$201K Sell
8,700
-2,068
-19% -$47.9K 0.02% 298
2026
Q1 		$250K Buy
10,768
+822
+8% +$19.2K 0.03% 236
2025
Q4 		$232K Buy
9,946
+206
+2% +$4.84K 0.03% 243
2025
Q3 		$229K Buy
9,740
+289
+3% +$6.71K 0.03% 230
2025
Q2 		$220K Sell
9,451
-536
-5% -$12.3K 0.02% 262
2025
Q1 		$231K Buy
+9,987
New +$229K 0.03% 223

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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SCHZ Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q2 2026, selling an estimated $47.9K and leaving 8,700 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #298.

Caliber Wealth Management (Kansas) first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q1 2026. 441 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 8,700 shares of Schwab US Aggregate Bond ETF worth $201K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 2,068 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $47.9K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #298 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Schwab US Aggregate Bond ETF position peaked at $250K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.