Cherry Tree Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cherry Tree Wealth Management’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	$1.57M	Sell	67,790 -1,052	-2%	-$24.6K	0.33%	61
2025 Q4	$1.61M	Sell	68,842 -5,964	-8%	-$140K	0.34%	60
2025 Q3	$1.76M	Buy	74,806 +1,521	+2%	+$35.3K	0.39%	51
2025 Q2	$1.7M	Sell	73,285 -421	-0.6%	-$9.66K	0.4%	51
2025 Q1	$1.71M	Sell	73,706 -1,628	-2%	-$37.3K	0.41%	51
2024 Q4	$1.71M	Sell	75,334 -76	-0.1%	-$1.76K	0.42%	48
2024 Q3	$1.79M	Buy	75,410 +2,626	+4%	+$61.5K	0.42%	49
2024 Q2	$1.66M	Buy	72,784 +348	+0.5%	+$7.89K	0.42%	49
2024 Q1	$1.67M	Buy	72,436 +3,986	+6%	+$91.6K	0.42%	51
2023 Q4	$1.6M	Sell	68,450 -1,958	-3%	-$43.8K	0.43%	48
2023 Q3	$1.56M	Buy	70,408 +13,586	+24%	+$308K	0.46%	40
2023 Q2	$1.31M	Buy	+56,822	New	+$1.32M	0.38%	46

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's SCHZ Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.5% in Q1 2026, selling an estimated $24.6K and leaving 67,790 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #61.

Cherry Tree Wealth Management first reported a position in SCHZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q3 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Cherry Tree Wealth Management held 67,790 shares of Schwab US Aggregate Bond ETF worth $1.57M as of Q1 2026.
Cherry Tree Wealth Management sold 1,052 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $24.6K.
Schwab US Aggregate Bond ETF made up 0.33% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #61 holding.
Cherry Tree Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Schwab US Aggregate Bond ETF position peaked at $1.79M in Q3 2024.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.