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Cassilly Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cassilly Financial Group’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
Q3 		$4.29M Buy
193,953
+10,173
+6% +$231K 2.88% 8
2026
Q2 		$4.25M Buy
183,780
+2,200
+1% +$50.9K 3.09% 9
2026
Q1 		$4.22M Buy
181,580
+7,511
+4% +$176K 3.66% 5
2025
Q4 		$4.07M Buy
+174,069
New +$4.09M 3.6% 5

Other funds holding SCHZ

ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Cassilly Financial Group's SCHZ Position: Q3 2026 in Review

Cassilly Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.5% in Q3 2026, buying an estimated $231K and bringing the position to 193,953 shares worth $4.29M. The position accounts for 2.88% of the portfolio, ranked #8.

Cassilly Financial Group first reported a position in SCHZ in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Cassilly Financial Group held 193,953 shares of Schwab US Aggregate Bond ETF worth $4.29M as of Q3 2026.
  • Cassilly Financial Group bought 10,173 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $231K.
  • Schwab US Aggregate Bond ETF made up 2.88% of Cassilly Financial Group's portfolio in Q3 2026, its #8 holding.
  • Cassilly Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.