Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$111M Buy
4,789,548
+767,142
+19% +$18M 0.29% 71
2025
Q4 		$94M Buy
4,022,406
+3,836,881
+2,068% +$90.1M 0.25% 79
2025
Q3 		$4.35M Sell
185,525
-122,448
-40% -$2.84M 0.01% 775
2025
Q2 		$7.16M Sell
307,973
-96,683
-24% -$2.22M 0.03% 491
2025
Q1 		$9.37M Buy
404,656
+18,551
+5% +$425K 0.04% 365
2024
Q4 		$8.77M Buy
386,105
+179,519
+87% +$4.15M 0.04% 347
2024
Q3 		$4.91M Buy
206,586
+130,490
+171% +$3.06M 0.02% 447
2024
Q2 		$1.73M Buy
76,096
+71,530
+1,567% +$1.62M 0.01% 683
2024
Q1 		$105K Sell
4,566
-13,104
-74% -$301K ﹤0.01% 1859
2023
Q4 		$412K Sell
17,670
-160
-0.9% -$3.58K ﹤0.01% 1127
2023
Q3 		$394K Buy
17,830
+6,956
+64% +$158K ﹤0.01% 1055
2023
Q2 		$251K Buy
10,874
+9,624
+770% +$224K ﹤0.01% 1176
2023
Q1 		$29K Sell
1,250
-1,858
-60% -$43.2K ﹤0.01% 2251
2022
Q4 		$71K Sell
3,108
-2,842
-48% -$64.7K ﹤0.01% 1531
2022
Q3 		$135K Buy
5,950
+860
+17% +$20.5K ﹤0.01% 1210
2022
Q2 		$122K Buy
5,090
+3,052
+150% +$73.9K ﹤0.01% 1235
2022
Q1 		$52K Sell
2,038
-1,660
-45% -$43.1K ﹤0.01% 1597
2021
Q4 		$100K Buy
+3,698
New +$100K ﹤0.01% 1292
2021
Q2 		$107K Hold
3,902
– – ﹤0.01% 1112
2021
Q1 		$107K Hold
3,902
– – ﹤0.01% 1112
2020
Q4 		$107K Hold
3,902
– – ﹤0.01% 1112
2020
Q3 		$107K Hold
3,902
– – ﹤0.01% 1112
2020
Q2 		$107K Hold
3,902
– – ﹤0.01% 1112
2020
Q1 		$107K Hold
3,902
– – ﹤0.01% 1112
2019
Q4 		$107K Hold
3,902
– – ﹤0.01% 1112
2019
Q3 		$107K Hold
3,902
– – ﹤0.01% 1112
2019
Q2 		$107K Hold
3,902
– – ﹤0.01% 1112
2019
Q1 		$107K Buy
+3,902
New +$99.6K ﹤0.01% 1112
2018
Q3 		– Sell
-770
Closed -$19K – 1970
2018
Q2 		$19K Hold
770
– – ﹤0.01% 851
2018
Q1 		$20K Buy
+770
New +$19.7K ﹤0.01% 714

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q1 2026, buying an estimated $18M and bringing the position to 4,789,548 shares worth $111M. The position accounts for 0.29% of the portfolio, ranked #71.

Carson Wealth (CWM LLC) first reported a position in SCHZ in Q1 2018 and has held it in 30 quarters since. 669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,789,548 shares of Schwab US Aggregate Bond ETF worth $111M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 767,142 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $18M.
  • Schwab US Aggregate Bond ETF made up 0.29% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #71 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.