CFS
SCHZ icon

Coordinated Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Coordinated Financial 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
Q1 		$1.54M Buy
66,485
+6,847
+11% +$160K 0.89% 25
2025
Q4 		$1.39M Buy
59,638
+3,481
+6% +$81.7K 0.8% 30
2025
Q3 		$1.32M Sell
56,157
-1,927
-3% -$44.8K 0.85% 29
2025
Q2 		$1.35M Buy
58,084
+1,093
+2% +$25.1K 0.93% 26
2025
Q1 		$1.32M Buy
56,991
+7,351
+15% +$168K 1.01% 26
2024
Q4 		$1.13M Buy
+49,640
New +$1.15M 0.88% 33
2024
Q2 		$1.06M Buy
46,602
+1,102
+2% +$25K 0.91% 32
2024
Q1 		$1.05M Buy
+45,500
New +$1.05M 0.91% 30

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Coordinated Financial Services's SCHZ Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q1 2026, buying an estimated $160K and bringing the position to 66,485 shares worth $1.54M. The position accounts for 0.89% of the portfolio, ranked #25.

Coordinated Financial Services first reported a position in SCHZ in Q1 2024 and has held it in 8 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Coordinated Financial Services held 66,485 shares of Schwab US Aggregate Bond ETF worth $1.54M as of Q1 2026.
  • Coordinated Financial Services bought 6,847 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $160K.
  • Schwab US Aggregate Bond ETF made up 0.89% of Coordinated Financial Services's portfolio in Q1 2026, its #25 holding.
  • Coordinated Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.