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 Q2	$6.76K	Buy	292 +3	+1%	+$69	﹤0.01%	320
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 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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Cheviot Value Management's SCHZ Position: Q2 2026 in Review

Cheviot Value Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q2 2026, buying an estimated $69 and bringing the position to 292 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Cheviot Value Management first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.81K in Q3 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Cheviot Value Management held 292 shares of Schwab US Aggregate Bond ETF worth $6.76K as of Q2 2026.
Cheviot Value Management bought 3 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $69.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #320 holding.
Cheviot Value Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Schwab US Aggregate Bond ETF position peaked at $6.81K in Q3 2025.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.