Commonwealth Equity Services
SCHZ icon

Commonwealth Equity Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Commonwealth Equity Services’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 		$3.37M Sell
145,697
-1,417
-1% -$32.8K ﹤0.01% 1690
2026
Q1 		$3.42M Sell
147,114
-4,771
-3% -$112K ﹤0.01% 1607
2025
Q4 		$3.55M Sell
151,885
-4,978
-3% -$117K ﹤0.01% 1570
2025
Q3 		$3.68M Sell
156,863
-14,212
-8% -$330K ﹤0.01% 1566
2025
Q2 		$3.98M Sell
171,075
-8,728
-5% -$200K 0.01% 1478
2025
Q1 		$4.16M Sell
179,803
-15,363
-8% -$352K 0.01% 1393
2024
Q4 		$4.43M Sell
195,166
-23,482
-11% -$543K 0.01% 1312
2024
Q3 		$5.2M Buy
218,648
+29,522
+16% +$691K 0.01% 1200
2024
Q2 		$4.31M Sell
189,126
-9,724
-5% -$220K 0.01% 1281
2024
Q1 		$4.57M Sell
198,850
-642
-0.3% -$14.8K 0.01% 1227
2023
Q4 		$4.65M Sell
199,492
-15,862
-7% -$355K 0.01% 1142
2023
Q3 		$4.76M Sell
215,354
-3,254
-1% -$73.7K 0.01% 1057
2023
Q2 		$5.05M Sell
218,608
-26,992
-11% -$628K 0.01% 1031
2023
Q1 		$5.76M Sell
245,600
-22,460
-8% -$523K 0.01% 946
2022
Q4 		$6.12M Buy
268,060
+18,046
+7% +$411K 0.01% 874
2022
Q3 		$5.66M Sell
250,014
-1,266
-0.5% -$30.1K 0.01% 830
2022
Q2 		$6.01M Buy
251,280
+136,986
+120% +$3.32M 0.02% 807
2022
Q1 		$2.89M Buy
114,294
+42,504
+59% +$1.1M 0.01% 1251
2021
Q4 		$1.93M Buy
71,790
+9,436
+15% +$255K ﹤0.01% 1516
2021
Q3 		$1.69M Buy
62,354
+2,082
+3% +$57.1K ﹤0.01% 1540
2021
Q2 		$1.65M Buy
60,272
+31,864
+112% +$865K ﹤0.01% 1562
2021
Q1 		$766K Buy
28,408
+928
+3% +$25.5K ﹤0.01% 2002
2020
Q4 		$769K Sell
27,480
-8,088
-23% -$226K ﹤0.01% 1833
2020
Q3 		$997K Buy
35,568
+6,514
+22% +$184K ﹤0.01% 1490
2020
Q2 		$817K Sell
29,054
-340,310
-92% -$9.47M ﹤0.01% 1549
2020
Q1 		$10M Buy
369,364
+24
+0% +$648 0.05% 349
2019
Q4 		$9.87M Buy
369,340
+26,154
+8% +$701K 0.04% 418
2019
Q3 		$9.24M Buy
343,186
+328,108
+2,176% +$8.78M 0.04% 402
2019
Q2 		$399K Sell
15,078
-8,110
-35% -$211K ﹤0.01% 1972
2019
Q1 		$601K Sell
23,188
-390
-2% -$9.95K ﹤0.01% 1621
2018
Q4 		$596K Buy
+23,578
New +$589K ﹤0.01% 1521
2017
Q2 		– Sell
-20,308
Closed -$526K – 2552
2017
Q1 		$526K Buy
+20,308
New +$524K ﹤0.01% 1471

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

Commonwealth Equity Services's SCHZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.96% in Q2 2026, selling an estimated $32.8K and leaving 145,697 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Commonwealth Equity Services first reported a position in SCHZ in Q1 2017 and has held it in 32 quarters since. The position peaked at $10M in Q1 2020. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Commonwealth Equity Services held 145,697 shares of Schwab US Aggregate Bond ETF worth $3.37M as of Q2 2026.
  • Commonwealth Equity Services sold 1,417 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $32.8K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1690 holding.
  • Commonwealth Equity Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 32 quarters since.
  • Commonwealth Equity Services's Schwab US Aggregate Bond ETF position peaked at $10M in Q1 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.