Cerity Partners
SCHZ icon

Cerity Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cerity Partners’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 		$41.6M Buy
1,790,371
+1,168,645
+188% +$27.4M 0.06% 276
2025
Q4 		$14.5M Sell
621,726
-6,897
-1% -$162K 0.02% 504
2025
Q3 		$14.8M Buy
628,623
+45,436
+8% +$1.06M 0.02% 454
2025
Q2 		$13.6M Sell
583,187
-9,571
-2% -$220K 0.02% 441
2025
Q1 		$13.7M Sell
592,758
-14,891
-2% -$341K 0.03% 418
2024
Q4 		$13.8M Buy
607,649
+250,287
+70% +$5.78M 0.03% 404
2024
Q3 		$8.49M Buy
357,362
+217,622
+156% +$5.1M 0.02% 540
2024
Q2 		$3.18M Sell
139,740
-4,374
-3% -$99.1K 0.01% 742
2024
Q1 		$3.31M Sell
144,114
-8,452,938
-98% -$194M 0.01% 786
2023
Q4 		$3.2M Buy
8,597,052
+8,416,850
+4,671% +$188M 0.01% 646
2023
Q3 		$3.99M Sell
180,202
-17,128
-9% -$388K 0.02% 457
2023
Q2 		$4.55M Buy
197,330
+84,612
+75% +$1.97M 0.02% 515
2023
Q1 		$2.64M Sell
112,718
-4,302
-4% -$100K 0.01% 633
2022
Q4 		$2.67M Buy
117,020
+52,502
+81% +$1.2M 0.02% 482
2022
Q3 		$1.46M Sell
64,518
-5,212
-7% -$124K 0.02% 432
2022
Q2 		$1.67M Sell
69,730
-17,398
-20% -$421K 0.02% 439
2022
Q1 		$2.2M Sell
87,128
-466,784
-84% -$12.1M 0.03% 314
2021
Q4 		$14.9M Buy
553,912
+31,610
+6% +$855K 0.23% 87
2021
Q3 		$14.2M Sell
522,302
-2,298
-0.4% -$63K 0.31% 69
2021
Q2 		$14.3M Sell
524,600
-1,088
-0.2% -$29.5K 0.31% 65
2021
Q1 		$14.2M Sell
525,688
-802
-0.2% -$22K 0.34% 62
2020
Q4 		$14.8M Buy
+526,490
New +$14.7M 0.47% 44
2020
Q3 		– Sell
-261,080
Closed -$7.34M – 526
2020
Q2 		$7.34M Buy
261,080
+173,632
+199% +$4.83M 0.41% 50
2020
Q1 		$2.37M Buy
87,448
+78,740
+904% +$2.13M 0.15% 122
2019
Q4 		$233K Sell
8,708
-2,172
-20% -$58.2K 0.01% 473
2019
Q3 		$293K Sell
10,880
-3,302
-23% -$88.3K 0.02% 394
2019
Q2 		$376K Buy
+14,182
New +$369K 0.02% 362

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

Cerity Partners's SCHZ Position: Q1 2026 in Review

Cerity Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 188% in Q1 2026, buying an estimated $27.4M and bringing the position to 1,790,371 shares worth $41.6M. The position accounts for 0.06% of the portfolio, ranked #276.

Cerity Partners first reported a position in SCHZ in Q2 2019 and has held it in 27 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Cerity Partners held 1,790,371 shares of Schwab US Aggregate Bond ETF worth $41.6M as of Q1 2026.
  • Cerity Partners bought 1,168,645 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $27.4M.
  • Schwab US Aggregate Bond ETF made up 0.06% of Cerity Partners's portfolio in Q1 2026, its #276 holding.
  • Cerity Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.