CSP
SCHZ icon

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

Cary Street Partners’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 		$54.6K Hold
2,360
– – ﹤0.01% 1041
2026
Q1 		$54.8K Sell
2,360
-11
-0.5% -$257 ﹤0.01% 941
2025
Q4 		$55.4K Buy
+2,371
New +$55.7K ﹤0.01% 930

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Cary Street Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 2,360 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Cary Street Partners first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.4K in Q4 2025. 145 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cary Street Partners held 2,360 shares of Schwab US Aggregate Bond ETF worth $54.6K as of Q2 2026.
  • Cary Street Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1041 holding.
  • Cary Street Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners's Schwab US Aggregate Bond ETF position peaked at $55.4K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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