CFS
SCHZ icon

Cannon Financial Strategists’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cannon Financial Strategists’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 		$444K Buy
19,214
+73
+0.4% +$1.69K 0.05% 81
2026
Q1 		$444K Buy
19,141
+9,007
+89% +$211K 0.06% 71
2025
Q4 		$237K Hold
10,134
– – 0.03% 87
2025
Q3 		$238K Hold
10,134
– – 0.03% 91
2025
Q2 		$236K Hold
10,134
– – 0.04% 91
2025
Q1 		$235K Hold
10,134
– – 0.04% 85
2024
Q4 		$230K Hold
10,134
– – 0.04% 89
2024
Q3 		$241K Hold
10,134
– – 0.04% 88
2024
Q2 		$231K Hold
10,134
– – 0.04% 84
2024
Q1 		$233K Hold
10,134
– – 0.05% 83
2023
Q4 		$236K Hold
10,134
– – 0.05% 82
2023
Q3 		$224K Buy
+10,134
New +$230K 0.06% 75

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 $104B AUM 28.3% 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

Cannon Financial Strategists's SCHZ Position: Q2 2026 in Review

Cannon Financial Strategists increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.38% in Q2 2026, buying an estimated $1.69K and bringing the position to 19,214 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #81.

Cannon Financial Strategists first reported a position in SCHZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $444K in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cannon Financial Strategists held 19,214 shares of Schwab US Aggregate Bond ETF worth $444K as of Q2 2026.
  • Cannon Financial Strategists bought 73 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.69K.
  • Schwab US Aggregate Bond ETF made up 0.05% of Cannon Financial Strategists's portfolio in Q2 2026, its #81 holding.
  • Cannon Financial Strategists first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Cannon Financial Strategists's Schwab US Aggregate Bond ETF position peaked at $444K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.