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CoreCap Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CoreCap Advisors’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 		$117K Sell
5,044
-97
-2% -$2.25K ﹤0.01% 1049
2026
Q1 		$119K Buy
5,141
+441
+9% +$10.3K ﹤0.01% 972
2025
Q4 		$110K Buy
4,700
+473
+11% +$11.1K ﹤0.01% 992
2025
Q3 		$99.2K Sell
4,227
-695
-14% -$16.1K ﹤0.01% 1042
2025
Q2 		$114K Sell
4,922
-142
-3% -$3.26K ﹤0.01% 941
2025
Q1 		$117K Buy
5,064
+291
+6% +$6.67K 0.01% 846
2024
Q4 		$108K Buy
4,773
+311
+7% +$7.18K ﹤0.01% 902
2024
Q3 		$106K Buy
+4,462
New +$104K 0.01% 883
2024
Q2 		– Sell
-3,188
Closed -$73.3K – 2413
2024
Q1 		$73.3K Buy
+3,188
New +$73.3K ﹤0.01% 970
2022
Q4 		$18.2K Buy
+798
New +$18.2K ﹤0.01% 1337
2022
Q3 		– Sell
-1,658
Closed -$40K – 1797
2022
Q2 		$40K Buy
+1,658
New +$40.1K ﹤0.01% 1007
2022
Q1 		– Sell
-148
Closed -$4K – 1799
2021
Q4 		$4K Buy
+148
New +$4K ﹤0.01% 1823

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

CoreCap Advisors's SCHZ Position: Q2 2026 in Review

CoreCap Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.9% in Q2 2026, selling an estimated $2.25K and leaving 5,044 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

CoreCap Advisors first reported a position in SCHZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $119K in Q1 2026. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • CoreCap Advisors held 5,044 shares of Schwab US Aggregate Bond ETF worth $117K as of Q2 2026.
  • CoreCap Advisors sold 97 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.25K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1049 holding.
  • CoreCap Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Schwab US Aggregate Bond ETF position peaked at $119K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.