Cedar Mountain Advisors
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
Q3 		$14.4M Buy
651,335
+9,984
+2% +$227K 2.44% 11
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

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Cedar Mountain Advisors's SCHZ Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.6% in Q3 2026, buying an estimated $227K and bringing the position to 651,335 shares worth $14.4M. The position accounts for 2.44% of the portfolio, ranked #11.

Cedar Mountain Advisors first reported a position in SCHZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $15.2M in Q3 2025. 238 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Cedar Mountain Advisors held 651,335 shares of Schwab US Aggregate Bond ETF worth $14.4M as of Q3 2026.
  • Cedar Mountain Advisors bought 9,984 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $227K.
  • Schwab US Aggregate Bond ETF made up 2.44% of Cedar Mountain Advisors's portfolio in Q3 2026, its #11 holding.
  • Cedar Mountain Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Schwab US Aggregate Bond ETF position peaked at $15.2M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.