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CFS Investment Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CFS Investment Advisory Services’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 		$12.4M Sell
539,041
-60,707
-10% -$1.4M 0.83% 30
2026
Q1 		$14M Sell
599,748
-33,954
-5% -$795K 0.96% 27
2025
Q4 		$14.8M Sell
633,702
-55,569
-8% -$1.3M 1.08% 27
2025
Q3 		$16.3M Buy
689,271
+8,106
+1% +$188K 1.21% 22
2025
Q2 		$15.8M Sell
681,165
-27,078
-4% -$621K 1.3% 20
2025
Q1 		$16.4M Buy
708,243
+7,532
+1% +$173K 1.46% 15
2024
Q4 		$15.9M Buy
700,711
+37,163
+6% +$859K 1.43% 17
2024
Q3 		$15.8M Sell
663,548
-3,014
-0.5% -$70.6K 1.32% 17
2024
Q2 		$15.2M Buy
+666,562
New +$15.1M 1.23% 19
2023
Q3 		– Sell
-659,576
Closed -$15.2M – 235
2023
Q2 		$15.2M Buy
+659,576
New +$15.3M 1.94% 10
2022
Q3 		– Sell
-518,394
Closed -$12.4M – 199
2022
Q2 		$12.4M Buy
+518,394
New +$12.5M 1.9% 9
2021
Q4 		$14.4M Buy
+544,824
New +$14.7M 1.93% 10
2021
Q3 		– Sell
-532,390
Closed -$14.5M – 213
2021
Q2 		$14.5M Buy
+532,390
New +$14.4M 13.25% 3

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

CFS Investment Advisory Services's SCHZ Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q2 2026, selling an estimated $1.4M and leaving 539,041 shares worth $12.4M. The position accounts for 0.83% of the portfolio, ranked #30.

CFS Investment Advisory Services first reported a position in SCHZ in Q2 2021 and has held it in 13 quarters since. The position peaked at $16.4M in Q1 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • CFS Investment Advisory Services held 539,041 shares of Schwab US Aggregate Bond ETF worth $12.4M as of Q2 2026.
  • CFS Investment Advisory Services sold 60,707 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.4M.
  • Schwab US Aggregate Bond ETF made up 0.83% of CFS Investment Advisory Services's portfolio in Q2 2026, its #30 holding.
  • CFS Investment Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • CFS Investment Advisory Services's Schwab US Aggregate Bond ETF position peaked at $16.4M in Q1 2025.
  • 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.