Cary Street Partners Investment Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cary Street Partners Investment Advisory’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	$1.23M	Buy	53,056 +35,850	+208%	+$830K	0.25%	92
2026 Q1	$400K	Sell	17,206 -604	-3%	-$14.1K	0.1%	220
2025 Q4	$416K	Buy	+17,810	New	+$418K	0.11%	190
2023 Q4	–	Sell	-4,360	Closed	-$96.4K	–	1606
2023 Q3	$96.4K	Hold	4,360	–	–	0.01%	712
2023 Q2	$101K	Hold	4,360	–	–	0.01%	660
2023 Q1	$102K	Hold	4,360	–	–	0.01%	586
2022 Q4	$99.5K	Buy	+4,360	New	+$99.3K	0.01%	587
2022 Q3	–	Sell	-7,216	Closed	-$173K	–	557
2022 Q2	$173K	Buy	+7,216	New	+$175K	0.01%	439

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHZ Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 208% in Q2 2026, buying an estimated $830K and bringing the position to 53,056 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #92.

Cary Street Partners Investment Advisory first reported a position in SCHZ in Q2 2022 and has held it in 8 quarters since. 528 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Cary Street Partners Investment Advisory held 53,056 shares of Schwab US Aggregate Bond ETF worth $1.23M as of Q2 2026.
Cary Street Partners Investment Advisory bought 35,850 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $830K.
Schwab US Aggregate Bond ETF made up 0.25% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #92 holding.
Cary Street Partners Investment Advisory first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 8 quarters since.
528 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.