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Cheviot Value Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cheviot Value 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 		$6.72K Buy
289
+2
+0.7% +$47 ﹤0.01% 302
2025
Q4 		$6.73K Hold
287
– – ﹤0.01% 303
2025
Q3 		$6.81K Buy
287
+1
+0.3% +$23 ﹤0.01% 325
2025
Q2 		$6.61K Buy
286
+4
+1% +$92 ﹤0.01% 304
2025
Q1 		$6.45K Buy
+282
New +$6.46K ﹤0.01% 302

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Cheviot Value Management's SCHZ Position: Q1 2026 in Review

Cheviot Value Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.7% in Q1 2026, buying an estimated $47 and bringing the position to 289 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Cheviot Value Management first reported a position in SCHZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.81K in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Cheviot Value Management held 289 shares of Schwab US Aggregate Bond ETF worth $6.72K as of Q1 2026.
  • Cheviot Value Management bought 2 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $47.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #302 holding.
  • Cheviot Value Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's Schwab US Aggregate Bond ETF position peaked at $6.81K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.