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Cardinal Point Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cardinal Point Capital Management’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
2025
Q3 		– Sell
-635,697
Closed -$636K – 276
2025
Q2 		$636K Buy
635,697
+626,091
+6,518% +$14.4M 0.05% 125
2025
Q1 		$222K Buy
+9,606
New +$220K 0.02% 172

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CST
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Financial Engines Advisors
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TWP
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HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cardinal Point Capital Management's SCHZ Position: Q3 2025 in Review

Cardinal Point Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 635,697 shares — an estimated $636K sold.

Cardinal Point Capital Management first reported a position in SCHZ in Q1 2025 and held it in 2 quarters. The position peaked at $636K in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Cardinal Point Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 635,697 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $636K.
  • Cardinal Point Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Cardinal Point Capital Management's Schwab US Aggregate Bond ETF position peaked at $636K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Cardinal Point Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.