Cooper/Haims Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Sell |
144,528
-2,736
| -2% | -$64K | 1.58% | 13 |
|
|
2025
Q4 | $3.44M | Buy |
147,264
+940
| +0.6% | +$22.1K | 1.56% | 13 |
|
|
2025
Q3 | $3.43M | Buy |
146,324
+4,879
| +3% | +$113K | 1.6% | 13 |
|
|
2025
Q2 | $3.29M | Buy |
141,445
+35,343
| +33% | +$811K | 1.62% | 14 |
|
|
2025
Q1 | $2.46M | Sell |
106,102
-26,447
| -20% | -$606K | 1.33% | 15 |
|
|
2024
Q4 | $3.01M | Buy |
132,549
+31,425
| +31% | +$726K | 1.71% | 11 |
|
|
2024
Q3 | $2.4M | Sell |
101,124
-246
| -0.2% | -$5.76K | 1.32% | 15 |
|
|
2024
Q2 | $2.31M | Sell |
101,370
-14,760
| -13% | -$335K | 1.3% | 17 |
|
|
2024
Q1 | $2.67M | Sell |
116,130
-120,164
| -51% | -$2.76M | 1.55% | 14 |
|
|
2023
Q4 | $5.51M | Buy |
236,294
+175,264
| +287% | +$3.92M | 3.12% | 10 |
|
|
2023
Q3 | $1.35M | Buy |
61,030
+10,876
| +22% | +$246K | 1.05% | 17 |
|
|
2023
Q2 | $1.16M | Sell |
50,154
-7,074
| -12% | -$165K | 0.89% | 18 |
|
|
2023
Q1 | $1.34M | Sell |
57,228
-152,262
| -73% | -$3.54M | 1.07% | 16 |
|
|
2022
Q4 | $4.78M | Buy |
209,490
+83,184
| +66% | +$1.89M | 3.39% | 9 |
|
|
2022
Q3 | $2.86M | Sell |
126,306
-99,664
| -44% | -$2.37M | 2.37% | 10 |
|
|
2022
Q2 | $5.41M | Sell |
225,970
-97,588
| -30% | -$2.36M | 3.55% | 10 |
|
|
2022
Q1 | $8.18M | Sell |
323,558
-70,068
| -18% | -$1.82M | 5.33% | 6 |
|
|
2021
Q4 | $10.6M | Sell |
393,626
-13,796
| -3% | -$373K | 6.53% | 5 |
|
|
2021
Q3 | $11.1M | Sell |
407,422
-14,838
| -4% | -$407K | 6.66% | 5 |
|
|
2021
Q2 | $11.5M | Sell |
422,260
-32,652
| -7% | -$886K | 7.57% | 5 |
|
|
2021
Q1 | $12.3M | Sell |
454,912
-60,218
| -12% | -$1.65M | 8.68% | 4 |
|
|
2020
Q4 | $14.4M | Sell |
515,130
-60,642
| -11% | -$1.7M | 11.06% | 4 |
|
|
2020
Q3 | $16.1M | Sell |
575,772
-102,778
| -15% | -$2.9M | 13.3% | 3 |
|
|
2020
Q2 | $19.1M | Sell |
678,550
-117,398
| -15% | -$3.27M | 15.49% | 2 |
|
|
2020
Q1 | $21.6M | Sell |
795,948
-70,182
| -8% | -$1.9M | 18.8% | 2 |
|
|
2019
Q4 | $23.1M | Buy |
866,130
+7,118
| +0.8% | +$191K | 12.73% | 3 |
|
|
2019
Q3 | $23.1M | Sell |
859,012
-22,624
| -3% | -$605K | 14.12% | 3 |
|
|
2019
Q2 | $23.4M | Buy |
881,636
+39,868
| +5% | +$1.04M | 14.52% | 3 |
|
|
2019
Q1 | $21.8M | Sell |
841,768
-112,606
| -12% | -$2.87M | 13.91% | 3 |
|
|
2018
Q4 | $24.1M | Buy |
954,374
+103,760
| +12% | +$2.59M | 16.67% | 2 |
|
|
2018
Q3 | $21.4M | Buy |
850,614
+123,570
| +17% | +$3.12M | 14.72% | 2 |
|
|
2018
Q2 | $18.4M | Buy |
727,044
+59,842
| +9% | +$1.51M | 13.61% | 2 |
|
|
2018
Q1 | $17M | Buy |
667,202
+86,044
| +15% | +$2.2M | 15% | 1 |
|
|
2017
Q4 | $15.1M | Buy |
+581,158
| New | +$15.2M | 13.99% | 2 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Cooper/Haims Advisors's SCHZ Position: Q1 2026 in Review
Cooper/Haims Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q1 2026, selling an estimated $64K and leaving 144,528 shares worth $3.36M. The position accounts for 1.58% of the portfolio, ranked #13.
Cooper/Haims Advisors first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $24.1M in Q4 2018. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Cooper/Haims Advisors held 144,528 shares of Schwab US Aggregate Bond ETF worth $3.36M as of Q1 2026.
- Cooper/Haims Advisors sold 2,736 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $64K.
- Schwab US Aggregate Bond ETF made up 1.58% of Cooper/Haims Advisors's portfolio in Q1 2026, its #13 holding.
- Cooper/Haims Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Cooper/Haims Advisors's Schwab US Aggregate Bond ETF position peaked at $24.1M in Q4 2018.
- 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.