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Chatterton & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Chatterton & Associates’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 		$6.96M Buy
303,056
+70,765
+30% +$1.64M 4.09% 4
2026
Q1 		$5.41M Buy
232,291
+61,320
+36% +$1.44M 3.79% 4
2025
Q4 		$4M Buy
+170,971
New +$4.01M 3.42% 8

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

Chatterton & Associates's SCHZ Position: Q2 2026 in Review

Chatterton & Associates increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 30% in Q2 2026, buying an estimated $1.64M and bringing the position to 303,056 shares worth $6.96M. The position accounts for 4.09% of the portfolio, ranked #4.

Chatterton & Associates first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Chatterton & Associates held 303,056 shares of Schwab US Aggregate Bond ETF worth $6.96M as of Q2 2026.
  • Chatterton & Associates bought 70,765 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.64M.
  • Schwab US Aggregate Bond ETF made up 4.09% of Chatterton & Associates's portfolio in Q2 2026, its #4 holding.
  • Chatterton & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.