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Cordant Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cordant Inc’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 		$16.8K Hold
725
– – 0.01% 81
2026
Q1 		$16.8K Hold
725
– – 0.01% 58
2025
Q4 		$16.9K Buy
725
+270
+59% +$6.34K 0.01% 58
2025
Q3 		$10.7K Hold
455
– – ﹤0.01% 58
2025
Q2 		$10.6K Hold
455
– – 0.01% 54
2025
Q1 		$10.5K Hold
455
– – 0.01% 63
2024
Q4 		$10.3K Buy
455
+1
+0.2% +$23 0.01% 67
2024
Q3 		$10.8K Hold
454
– – 0.01% 62
2024
Q2 		$10.3K Hold
454
– – 0.01% 58
2024
Q1 		$10.4K Hold
454
– – 0.01% 58
2023
Q4 		$10.6K Sell
454
-98
-18% -$2.19K 0.01% 79
2023
Q3 		$12.2K Sell
552
-8,404
-94% -$190K 0.01% 59
2023
Q2 		$207K Hold
8,956
– – 0.13% 35
2023
Q1 		$210K Sell
8,956
-12
-0.1% -$279 0.14% 33
2022
Q4 		$205K Sell
8,968
-14,928
-62% -$340K 0.14% 33
2022
Q3 		$541K Sell
23,896
-3,476
-13% -$82.8K 0.39% 23
2022
Q2 		$655K Buy
27,372
+21,696
+382% +$525K 0.46% 19
2022
Q1 		$144K Buy
5,676
+4,660
+459% +$121K 0.09% 41
2021
Q4 		$27K Hold
1,016
– – 0.02% 51
2021
Q3 		$28K Hold
1,016
– – 0.02% 75
2021
Q2 		$28K Buy
1,016
+2
+0.2% +$54 0.02% 69
2021
Q1 		$27K Buy
1,014
+36
+4% +$988 0.02% 76
2020
Q4 		$27K Buy
978
+82
+9% +$2.29K 0.02% 43
2020
Q3 		$25K Buy
896
+96
+12% +$2.71K 0.02% 43
2020
Q2 		$22K Buy
800
+96
+14% +$2.67K 0.02% 45
2020
Q1 		$19K Sell
704
-132
-16% -$3.56K 0.02% 43
2019
Q4 		$22K Buy
+836
New +$22.4K 0.02% 55

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 $104B AUM 28.3% 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

Cordant Inc's SCHZ Position: Q2 2026 in Review

Cordant Inc held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 725 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #81.

Cordant Inc first reported a position in SCHZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $655K in Q2 2022. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cordant Inc held 725 shares of Schwab US Aggregate Bond ETF worth $16.8K as of Q2 2026.
  • Cordant Inc left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.01% of Cordant Inc's portfolio in Q2 2026, its #81 holding.
  • Cordant Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Cordant Inc's Schwab US Aggregate Bond ETF position peaked at $655K in Q2 2022.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.