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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
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

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

Cooper Financial Group's SCHZ Position: Q2 2026 in Review

Cooper Financial Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.37% in Q2 2026, buying an estimated $1.92K and bringing the position to 22,226 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #260.

Cooper Financial Group first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.32M in Q1 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cooper Financial Group held 22,226 shares of Schwab US Aggregate Bond ETF worth $514K as of Q2 2026.
  • Cooper Financial Group bought 83 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.92K.
  • Schwab US Aggregate Bond ETF made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #260 holding.
  • Cooper Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's Schwab US Aggregate Bond ETF position peaked at $2.32M in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.