CFG
SCHZ icon

Cooper Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cooper Financial 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
Q3 		$452K Sell
20,469
-1,757
-8% -$39.9K 0.04% 273
2026
Q2 		$514K Buy
22,226
+83
+0.4% +$1.92K 0.04% 260
2026
Q1 		$514K Buy
22,143
+6,555
+42% +$153K 0.05% 250
2025
Q4 		$364K Buy
15,588
+570
+4% +$13.4K 0.04% 273
2025
Q3 		$352K Sell
15,018
-2,800
-16% -$65K 0.04% 283
2025
Q2 		$414K Sell
17,818
-82,460
-82% -$1.89M 0.05% 259
2025
Q1 		$2.32M Buy
100,278
+10,860
+12% +$249K 0.31% 63
2024
Q4 		$2.03M Buy
89,418
+39,484
+79% +$912K 0.24% 75
2024
Q3 		$1.19M Buy
49,934
+15,176
+44% +$355K 0.15% 113
2024
Q2 		$792K Buy
34,758
+4,132
+13% +$93.6K 0.12% 158
2024
Q1 		$704K Buy
30,626
+468
+2% +$10.8K 0.12% 164
2023
Q4 		$703K Buy
30,158
+4,332
+17% +$96.9K 0.13% 151
2023
Q3 		$571K Sell
25,826
-6,316
-20% -$143K 0.14% 170
2023
Q2 		$742K Buy
32,142
+836
+3% +$19.5K 0.18% 130
2023
Q1 		$734K Buy
31,306
+498
+2% +$11.6K 0.2% 126
2022
Q4 		$703K Sell
30,808
-470
-2% -$10.7K 0.21% 113
2022
Q3 		$709K Buy
31,278
+2,036
+7% +$48.5K 0.26% 99
2022
Q2 		$700K Buy
29,242
+1,380
+5% +$33.4K 0.25% 99
2022
Q1 		$704K Buy
+27,862
New +$724K 0.27% 86

Other funds holding SCHZ

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Cooper Financial Group's SCHZ Position: Q3 2026 in Review

Cooper Financial Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.9% in Q3 2026, selling an estimated $39.9K and leaving 20,469 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #273.

Cooper Financial Group first reported a position in SCHZ in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.32M in Q1 2025. 47 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Cooper Financial Group held 20,469 shares of Schwab US Aggregate Bond ETF worth $452K as of Q3 2026.
  • Cooper Financial Group sold 1,757 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $39.9K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #273 holding.
  • Cooper Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Cooper Financial Group's Schwab US Aggregate Bond ETF position peaked at $2.32M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.