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Cassaday & Co Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cassaday & Co Wealth 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
2026
Q2 		$7.98K Hold
345
– – ﹤0.01% 900
2026
Q1 		$8.01K Buy
+345
New +$8.07K ﹤0.01% 906

Other funds holding SCHZ

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

Cassaday & Co Wealth Management's SCHZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 345 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Cassaday & Co Wealth Management first reported a position in SCHZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.01K in Q1 2026. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 345 shares of Schwab US Aggregate Bond ETF worth $7.98K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Schwab US Aggregate Bond ETF position peaked at $8.01K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.