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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
Q2 		$2.81M Buy
121,609
+106,987
+732% +$2.48M 0.11% 196
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 $1.81T 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

Centaurus Financial's SCHZ Position: Q2 2026 in Review

Centaurus Financial increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 732% in Q2 2026, buying an estimated $2.48M and bringing the position to 121,609 shares worth $2.81M. The position accounts for 0.11% of the portfolio, ranked #196.

Centaurus Financial first reported a position in SCHZ in Q2 2018 and has held it in 18 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Centaurus Financial held 121,609 shares of Schwab US Aggregate Bond ETF worth $2.81M as of Q2 2026.
  • Centaurus Financial bought 106,987 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.48M.
  • Schwab US Aggregate Bond ETF made up 0.11% of Centaurus Financial's portfolio in Q2 2026, its #196 holding.
  • Centaurus Financial first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 18 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.