Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cambridge Investment Research 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 		$8.75M Buy
378,422
+65,736
+21% +$1.52M 0.02% 742
2026
Q1 		$7.26M Sell
312,686
-5,715
-2% -$134K 0.02% 761
2025
Q4 		$7.44M Buy
318,401
+61,320
+24% +$1.44M 0.02% 722
2025
Q3 		$6.03M Sell
257,081
-84,150
-25% -$1.95M 0.02% 808
2025
Q2 		$7.93M Buy
341,231
+107,776
+46% +$2.47M 0.02% 641
2025
Q1 		$5.41M Sell
233,455
-226,916
-49% -$5.2M 0.02% 764
2024
Q4 		$10.4M Buy
460,371
+127,335
+38% +$2.94M 0.03% 474
2024
Q3 		$7.91M Buy
333,036
+30,960
+10% +$725K 0.03% 586
2024
Q2 		$6.88M Buy
302,076
+3,252
+1% +$73.7K 0.03% 610
2024
Q1 		$6.87M Sell
298,824
-14,942
-5% -$344K 0.03% 600
2023
Q4 		$7.31M Sell
313,766
-122,926
-28% -$2.75M 0.03% 538
2023
Q3 		$9.66M Sell
436,692
-11,984
-3% -$272K 0.05% 391
2023
Q2 		$10.4M Sell
448,676
-85,086
-16% -$1.98M 0.05% 377
2023
Q1 		$12.5M Sell
533,762
-66,630
-11% -$1.55M 0.06% 310
2022
Q4 		$13.7M Buy
600,392
+29,248
+5% +$666K 0.07% 276
2022
Q3 		$12.9M Buy
571,144
+3,970
+0.7% +$94.5K 0.07% 263
2022
Q2 		$13.6M Buy
567,174
+444
+0.1% +$10.7K 0.07% 258
2022
Q1 		$14.3M Buy
566,730
+180,542
+47% +$4.69M 0.07% 280
2021
Q4 		$10.4M Buy
386,188
+7,442
+2% +$201K 0.05% 371
2021
Q3 		$10.3M Buy
378,746
+5,834
+2% +$160K 0.05% 349
2021
Q2 		$10.2M Buy
372,912
+99,098
+36% +$2.69M 0.05% 362
2021
Q1 		$7.39M Sell
273,814
-5,954
-2% -$163K 0.04% 425
2020
Q4 		$7.84M Sell
279,768
-27,054
-9% -$757K 0.05% 366
2020
Q3 		$8.6M Sell
306,822
-281,594
-48% -$7.94M 0.06% 306
2020
Q2 		$16.5M Sell
588,416
-53,036
-8% -$1.48M 0.12% 178
2020
Q1 		$17.4M Sell
641,452
-278,868
-30% -$7.53M 0.17% 129
2019
Q4 		$24.6M Sell
920,320
-89,338
-9% -$2.39M 0.19% 112
2019
Q3 		$27.2M Sell
1,009,658
-22,580
-2% -$604K 0.24% 88
2019
Q2 		$27.4M Sell
1,032,238
-197,874
-16% -$5.15M 0.25% 84
2019
Q1 		$31.9M Sell
1,230,112
-149,332
-11% -$3.81M 0.31% 62
2018
Q4 		$34.9M Buy
1,379,444
+208,468
+18% +$5.21M 0.39% 45
2018
Q3 		$29.4M Buy
1,170,976
+61,536
+6% +$1.55M 0.28% 70
2018
Q2 		$28.1M Buy
1,109,440
+157,522
+17% +$3.98M 0.3% 66
2018
Q1 		$24.3M Buy
951,918
+151,208
+19% +$3.87M 0.27% 70
2017
Q4 		$20.8M Buy
800,710
+161,438
+25% +$4.21M 0.25% 86
2017
Q3 		$16.7M Buy
639,272
+107,032
+20% +$2.8M 0.22% 90
2017
Q2 		$13.9M Buy
532,240
+12,988
+3% +$339K 0.2% 97
2017
Q1 		$13.4M Sell
519,252
-64,376
-11% -$1.66M 0.23% 88
2016
Q4 		$15M Buy
583,628
+79,838
+16% +$2.09M 0.28% 68
2016
Q3 		$13.5M Buy
503,790
+124,356
+33% +$3.34M 0.25% 81
2016
Q2 		$10.2M Sell
379,434
-523,316
-58% -$13.9M 0.22% 98
2016
Q1 		$23.8M Buy
902,750
+860,942
+2,059% +$22.5M 0.54% 37
2015
Q4 		$1.08M Sell
41,808
-72,576
-63% -$1.88M 0.03% 520
2015
Q3 		$2.98M Buy
114,384
+92,866
+432% +$2.41M 0.09% 228
2015
Q2 		$557K Sell
21,518
-6,946
-24% -$182K 0.02% 759
2015
Q1 		$753K Sell
28,464
-5,208
-15% -$137K 0.02% 616
2014
Q4 		$882K Buy
33,672
+24,470
+266% +$638K 0.03% 536
2014
Q3 		$238K Sell
9,202
-16,892
-65% -$437K 0.01% 1213
2014
Q2 		$677K Buy
+26,094
New +$672K 0.02% 598

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

Cambridge Investment Research Advisors's SCHZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 21% in Q2 2026, buying an estimated $1.52M and bringing the position to 378,422 shares worth $8.75M. The position accounts for 0.02% of the portfolio, ranked #742.

Cambridge Investment Research Advisors first reported a position in SCHZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $34.9M in Q4 2018. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 378,422 shares of Schwab US Aggregate Bond ETF worth $8.75M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 65,736 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.52M.
  • Schwab US Aggregate Bond ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #742 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Schwab US Aggregate Bond ETF position peaked at $34.9M in Q4 2018.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.