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
Q2 		– Sell
-16,867
Closed -$392K – 3210
2026
Q1 		$392K Sell
16,867
-6,409
-28% -$150K ﹤0.01% 2162
2025
Q4 		$544K Buy
+23,276
New +$547K ﹤0.01% 1824
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 $1.81T 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

Corient Private Wealth's SCHZ Position: Q2 2026 in Review

Corient Private Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 16,867 shares — an estimated $392K sold.

Corient Private Wealth first reported a position in SCHZ in Q4 2022 and held it in 9 quarters. The position peaked at $544K in Q4 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Corient Private Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 16,867 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $392K.
  • Corient Private Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Schwab US Aggregate Bond ETF position peaked at $544K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.