CPIG
SCHZ icon

Chicago Partners Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Chicago Partners Investment Group’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 		$935K Sell
41,064
-22,108
-35% -$512K 0.02% 691
2026
Q1 		$1.47M Buy
63,172
+1,728
+3% +$40.4K 0.03% 413
2025
Q4 		$1.44M Buy
61,444
+16,182
+36% +$380K 0.04% 358
2025
Q3 		$1.07M Buy
45,262
+11,660
+35% +$271K 0.03% 414
2025
Q2 		$774K Buy
33,602
+4,452
+15% +$102K 0.02% 458
2025
Q1 		$671K Buy
29,150
+396
+1% +$9.07K 0.02% 441
2024
Q4 		$650K Sell
28,754
-28,172
-49% -$651K 0.02% 439
2024
Q3 		$659K Buy
56,926
+28,436
+100% +$666K 0.02% 420
2024
Q2 		$659K Sell
28,490
-4,584
-14% -$104K 0.03% 403
2024
Q1 		$743K Buy
33,074
+1,632
+5% +$37.5K 0.03% 368
2023
Q4 		$722K Buy
+31,442
New +$703K 0.03% 350
2018
Q4 		– Sell
-272
Closed -$7K – 805
2018
Q3 		$7K Buy
272
+2
+0.7% +$51 ﹤0.01% 877
2018
Q2 		$7K Buy
270
+2
+0.7% +$51 ﹤0.01% 852
2018
Q1 		$7K Buy
268
+2
+0.8% +$51 ﹤0.01% 819
2017
Q4 		$7K Buy
266
+2
+0.8% +$52 ﹤0.01% 788
2017
Q3 		$7K Sell
264
-258
-49% -$6.76K ﹤0.01% 833
2017
Q2 		$14K Buy
+522
New +$13.6K ﹤0.01% 554

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

Chicago Partners Investment Group's SCHZ Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 35% in Q2 2026, selling an estimated $512K and leaving 41,064 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #691.

Chicago Partners Investment Group first reported a position in SCHZ in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.47M in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Chicago Partners Investment Group held 41,064 shares of Schwab US Aggregate Bond ETF worth $935K as of Q2 2026.
  • Chicago Partners Investment Group sold 22,108 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $512K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #691 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 17 quarters since.
  • Chicago Partners Investment Group's Schwab US Aggregate Bond ETF position peaked at $1.47M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.