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

Centaurus Financial’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
Q1 		$340K Buy
14,622
+55
+0.4% +$1.29K 0.02% 637
2025
Q4 		$340K Sell
14,567
-2,310
-14% -$54.2K 0.02% 642
2025
Q3 		$396K Buy
16,877
+398
+2% +$9.25K 0.02% 597
2025
Q2 		$383K Sell
16,479
-2,277
-12% -$52.2K 0.02% 551
2025
Q1 		$434K Buy
18,756
+2,232
+14% +$51.1K 0.03% 486
2024
Q4 		$375K Sell
16,524
-41,034
-71% -$948K 0.02% 507
2024
Q3 		$1.37M Buy
57,558
+46,912
+441% +$1.1M 0.09% 216
2024
Q2 		$243K Buy
+10,646
New +$241K 0.02% 553
2022
Q4 		– Sell
-73,156
Closed -$1.66M – 903
2022
Q3 		$1.66M Sell
73,156
-946
-1% -$22.5K 0.16% 154
2022
Q2 		$1.77M Sell
74,102
-22,288
-23% -$539K 0.18% 152
2022
Q1 		$2.44M Buy
+96,390
New +$2.5M 0.19% 136
2020
Q4 		– Sell
-3,708
Closed -$104K – 799
2020
Q3 		$104K Sell
3,708
-662
-15% -$18.7K 0.01% 618
2020
Q2 		$123K Sell
4,370
-486
-10% -$13.5K 0.02% 541
2020
Q1 		$132K Hold
4,856
– – 0.03% 428
2019
Q4 		$130K Buy
+4,856
New +$130K 0.02% 552
2019
Q3 		– Sell
-6,920
Closed -$183K – 556
2019
Q2 		$183K Buy
+6,920
New +$180K 0.03% 445
2018
Q3 		– Sell
-400
Closed -$10K – 1766
2018
Q2 		$10K Buy
+400
New +$10.1K ﹤0.01% 1558

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Centaurus Financial's SCHZ Position: Q1 2026 in Review

Centaurus Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.38% in Q1 2026, buying an estimated $1.29K and bringing the position to 14,622 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #637.

Centaurus Financial first reported a position in SCHZ in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.44M in Q1 2022. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Centaurus Financial held 14,622 shares of Schwab US Aggregate Bond ETF worth $340K as of Q1 2026.
  • Centaurus Financial bought 55 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.29K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #637 holding.
  • Centaurus Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 17 quarters since.
  • Centaurus Financial's Schwab US Aggregate Bond ETF position peaked at $2.44M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.