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

Chesley Taft & 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 		$269K Sell
11,610
-3,437
-23% -$79.5K 0.01% 338
2026
Q1 		$349K Buy
15,047
+4,172
+38% +$97.6K 0.01% 305
2025
Q4 		$254K Buy
+10,875
New +$255K 0.01% 338

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 $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

Chesley Taft & Associates's SCHZ Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 23% in Q2 2026, selling an estimated $79.5K and leaving 11,610 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #338.

Chesley Taft & Associates first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Chesley Taft & Associates held 11,610 shares of Schwab US Aggregate Bond ETF worth $269K as of Q2 2026.
  • Chesley Taft & Associates sold 3,437 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $79.5K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #338 holding.
  • Chesley Taft & Associates first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Chesley Taft & Associates's Schwab US Aggregate Bond ETF position peaked at $349K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.