Cetera Investment Advisers
SCHZ icon

Cetera Investment Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cetera Investment Advisers’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 		$41.1M Buy
1,767,932
+115,427
+7% +$2.7M 0.04% 433
2025
Q4 		$38.6M Buy
1,652,505
+13,390
+0.8% +$314K 0.04% 420
2025
Q3 		$38.5M Buy
1,639,115
+976,969
+148% +$22.7M 0.04% 407
2025
Q2 		$15.4M Buy
662,146
+56,795
+9% +$1.3M 0.03% 622
2025
Q1 		$14M Sell
605,351
-946
-0.2% -$21.7K 0.03% 603
2024
Q4 		$13.8M Sell
606,297
-56,775
-9% -$1.31M 0.03% 566
2024
Q3 		$15.8M Sell
663,072
-1,570
-0.2% -$36.8K 0.03% 503
2024
Q2 		$15.1M Sell
664,642
-14,330
-2% -$325K 0.03% 486
2024
Q1 		$15.6M Buy
678,972
+96,958
+17% +$2.23M 0.04% 477
2023
Q4 		$13.6M Buy
582,014
+537,506
+1,208% +$12M 0.11% 177
2023
Q3 		$984K Sell
44,508
-1,192
-3% -$27K 0.01% 1051
2023
Q2 		$1.05M Buy
45,700
+536
+1% +$12.5K 0.01% 1039
2023
Q1 		$1.06M Sell
45,164
-80
-0.2% -$1.86K 0.01% 1005
2022
Q4 		$1.03M Buy
45,244
+488
+1% +$11.1K 0.01% 981
2022
Q3 		$1.01M Sell
44,756
-9,556
-18% -$228K 0.02% 705
2022
Q2 		$1.3M Buy
54,312
+1,484
+3% +$35.9K 0.02% 684
2022
Q1 		$1.34M Buy
52,828
+4,320
+9% +$112K 0.02% 715
2021
Q4 		$1.31M Buy
48,508
+1,368
+3% +$37K 0.02% 708
2021
Q3 		$1.28M Buy
47,140
+9,246
+24% +$254K 0.02% 689
2021
Q2 		$1.03M Buy
37,894
+1,952
+5% +$53K 0.02% 760
2021
Q1 		$970K Sell
35,942
-674
-2% -$18.5K 0.02% 682
2020
Q4 		$1.03M Sell
36,616
-3,012
-8% -$84.2K 0.02% 652
2020
Q3 		$1.11M Buy
39,628
+12,324
+45% +$348K 0.09% 245
2020
Q2 		$768K Buy
27,304
+3,214
+13% +$89.4K 0.07% 279
2020
Q1 		$654K Buy
24,090
+744
+3% +$20.1K 0.08% 253
2019
Q4 		$624K Buy
23,346
+1,230
+6% +$33K 0.06% 298
2019
Q3 		$595K Buy
22,116
+1,360
+7% +$36.4K 0.07% 275
2019
Q2 		$552K Buy
20,756
+3,748
+22% +$97.5K 0.07% 271
2019
Q1 		$440K Sell
17,008
-8,606
-34% -$220K 0.06% 300
2018
Q4 		$647K Sell
25,614
-2,264
-8% -$56.5K 0.11% 205
2018
Q3 		$701K Sell
27,878
-5,072
-15% -$128K 0.1% 218
2018
Q2 		$834K Buy
32,950
+754
+2% +$19.1K 0.15% 169
2018
Q1 		$822K Sell
32,196
-5,194
-14% -$133K 0.15% 166
2017
Q4 		$973K Sell
37,390
-4,956
-12% -$129K 0.18% 150
2017
Q3 		$1.11M Sell
42,346
-3,512
-8% -$92K 0.25% 108
2017
Q2 		$1.2M Sell
45,858
-6,946
-13% -$181K 0.29% 90
2017
Q1 		$1.37M Sell
52,804
-19,020
-26% -$491K 0.38% 75
2016
Q4 		$1.85M Buy
71,824
+9,914
+16% +$259K 0.62% 40
2016
Q3 		$1.66M Buy
61,910
+18,238
+42% +$489K 0.71% 41
2016
Q2 		$1.17M Buy
43,672
+13,148
+43% +$348K 0.46% 60
2016
Q1 		$806K Buy
+30,524
New +$797K 0.35% 77

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

Cetera Investment Advisers's SCHZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7% in Q1 2026, buying an estimated $2.7M and bringing the position to 1,767,932 shares worth $41.1M. The position accounts for 0.04% of the portfolio, ranked #433.

Cetera Investment Advisers first reported a position in SCHZ in Q1 2016 and has held it in 41 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Cetera Investment Advisers held 1,767,932 shares of Schwab US Aggregate Bond ETF worth $41.1M as of Q1 2026.
  • Cetera Investment Advisers bought 115,427 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.7M.
  • Schwab US Aggregate Bond ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #433 holding.
  • Cetera Investment Advisers first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.