CMA
SCHZ icon

Cedar Mountain Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cedar Mountain Advisors’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 		$14.8M Buy
641,351
+955
+0.1% +$22.1K 2.55% 10
2026
Q1 		$14.9M Buy
640,396
+12,803
+2% +$300K 2.91% 9
2025
Q4 		$14.7M Sell
627,593
-18,109
-3% -$425K 2.83% 10
2025
Q3 		$15.2M Buy
645,702
+22,623
+4% +$526K 2.95% 9
2025
Q2 		$14.5M Buy
623,079
+10,463
+2% +$240K 3.01% 9
2025
Q1 		$14.2M Buy
612,616
+47,737
+8% +$1.09M 3.18% 9
2024
Q4 		$12.8M Sell
564,879
-28,095
-5% -$649K 2.82% 9
2024
Q3 		$14.1M Buy
592,974
+591,274
+34,781% +$13.8M 3.18% 9
2024
Q2 		$38.8K Buy
1,700
+16
+1% +$363 0.01% 87
2024
Q1 		$38.7K Sell
1,684
-1,712
-50% -$39.4K 0.01% 89
2023
Q4 		$79.2K Sell
3,396
-5,144
-60% -$115K 0.02% 59
2023
Q3 		$189K Buy
8,540
+58
+0.7% +$1.31K 0.06% 43
2023
Q2 		$196K Buy
8,482
+52
+0.6% +$1.21K 0.06% 43
2023
Q1 		$198K Buy
8,430
+34
+0.4% +$791 0.06% 43
2022
Q4 		$192K Buy
8,396
+62
+0.7% +$1.41K 0.06% 44
2022
Q3 		$189K Sell
8,334
-978
-11% -$23.3K 0.06% 38
2022
Q2 		$223K Sell
9,312
-1,146
-11% -$27.7K 0.08% 35
2022
Q1 		$264K Sell
10,458
-1,018
-9% -$26.4K 0.08% 36
2021
Q4 		$309K Buy
11,476
+294
+3% +$7.95K 0.09% 32
2021
Q3 		$303K Sell
11,182
-36
-0.3% -$987 0.1% 30
2021
Q2 		$306K Buy
11,218
+568
+5% +$15.4K 0.1% 30
2021
Q1 		$287K Buy
10,650
+774
+8% +$21.2K 0.1% 32
2020
Q4 		$277K Buy
9,876
+830
+9% +$23.2K 0.1% 31
2020
Q3 		$254K Buy
9,046
+426
+5% +$12K 0.1% 32
2020
Q2 		$242K Buy
8,620
+134
+2% +$3.73K 0.1% 30
2020
Q1 		$230K Sell
8,486
-1,268
-13% -$34.2K 0.12% 30
2019
Q4 		$261K Buy
+9,754
New +$261K 0.11% 29

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 $104B AUM 28.3% 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

Cedar Mountain Advisors's SCHZ Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.15% in Q2 2026, buying an estimated $22.1K and bringing the position to 641,351 shares worth $14.8M. The position accounts for 2.55% of the portfolio, ranked #10.

Cedar Mountain Advisors first reported a position in SCHZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.2M in Q3 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cedar Mountain Advisors held 641,351 shares of Schwab US Aggregate Bond ETF worth $14.8M as of Q2 2026.
  • Cedar Mountain Advisors bought 955 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $22.1K.
  • Schwab US Aggregate Bond ETF made up 2.55% of Cedar Mountain Advisors's portfolio in Q2 2026, its #10 holding.
  • Cedar Mountain Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Schwab US Aggregate Bond ETF position peaked at $15.2M in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.