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

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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 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

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. 149 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.
149 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.