Corient Private Wealth
SCHZ icon

Corient Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Corient Private Wealth’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 		$392K Sell
16,867
-29,685
-64% -$695K ﹤0.01% 2162
2025
Q4 		$1.09M Buy
+46,552
New +$1.09M ﹤0.01% 1838
2025
Q3 		– Sell
-10,036
Closed -$233K – 2663
2025
Q2 		$233K Buy
+10,036
New +$230K ﹤0.01% 2141
2025
Q1 		– Sell
-10,334
Closed -$235K – 2427
2024
Q4 		$235K Buy
10,334
+434
+4% +$10K ﹤0.01% 2028
2024
Q3 		$235K Hold
9,900
– – ﹤0.01% 2141
2024
Q2 		$226K Sell
9,900
-1,482
-13% -$33.6K ﹤0.01% 2061
2024
Q1 		$262K Sell
11,382
-1,982
-15% -$45.6K ﹤0.01% 1966
2023
Q4 		$312K Buy
+13,364
New +$299K ﹤0.01% 1847
2023
Q1 		– Sell
-18,286
Closed -$417K – 2049
2022
Q4 		$417K Buy
+18,286
New +$416K ﹤0.01% 1209

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

Corient Private Wealth's SCHZ Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 64% in Q1 2026, selling an estimated $695K and leaving 16,867 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Corient Private Wealth first reported a position in SCHZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Corient Private Wealth held 16,867 shares of Schwab US Aggregate Bond ETF worth $392K as of Q1 2026.
  • Corient Private Wealth sold 29,685 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $695K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2162 holding.
  • Corient Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • Corient Private Wealth's Schwab US Aggregate Bond ETF position peaked at $1.09M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.