Cherry Tree Wealth Management
SCHZ icon

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
Q3 		$1.86M Buy
84,170
+18,916
+29% +$430K 0.35% 60
2026
Q2 		$1.51M Sell
65,254
-2,536
-4% -$58.7K 0.28% 67
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% -$9.7K 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

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Cherry Tree Wealth Management's SCHZ Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 29% in Q3 2026, buying an estimated $430K and bringing the position to 84,170 shares worth $1.86M. The position accounts for 0.35% of the portfolio, ranked #60.

Cherry Tree Wealth Management first reported a position in SCHZ in Q2 2023 and has held it in 14 quarters since. 238 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Cherry Tree Wealth Management held 84,170 shares of Schwab US Aggregate Bond ETF worth $1.86M as of Q3 2026.
  • Cherry Tree Wealth Management bought 18,916 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $430K.
  • Schwab US Aggregate Bond ETF made up 0.35% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • 238 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.