CPG
SCHZ icon

Cornerstone Planning Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cornerstone Planning Group’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 Buy
735
+475
+183% +$11K ﹤0.01% 724
2026
Q1 		$5.99K Buy
260
+3
+1% +$70 ﹤0.01% 1044
2025
Q4 		$6.03K Sell
257
-223,205
-100% -$5.24M ﹤0.01% 928
2025
Q3 		$5.96M Buy
223,462
+223,067
+56,473% +$5.18M 0.95% 22
2025
Q2 		$9.17K Buy
395
+2
+0.5% +$46 ﹤0.01% 579
2025
Q1 		$8.98K Buy
393
+2
+0.5% +$46 ﹤0.01% 601
2024
Q4 		$8.93K Sell
391
-387
-50% -$8.94K ﹤0.01% 451
2024
Q3 		$8.99K Sell
778
-908
-54% -$21.3K ﹤0.01% 436
2024
Q2 		$39.6K Sell
1,686
-1,972
-54% -$44.7K 0.01% 231
2024
Q1 		$82.5K Sell
3,658
-6,944
-65% -$160K 0.03% 126
2023
Q4 		$247K Sell
10,602
-1,532
-13% -$34.3K 0.08% 73
2023
Q3 		$268K Hold
12,134
– – 0.1% 65
2023
Q2 		$280K Buy
+12,134
New +$282K 0.11% 70
2022
Q4 		$47K Buy
+1,986
New +$45.2K 0.02% 280

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cornerstone Planning Group's SCHZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 183% in Q2 2026, buying an estimated $11K and bringing the position to 735 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Cornerstone Planning Group first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.96M in Q3 2025. 500 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cornerstone Planning Group held 735 shares of Schwab US Aggregate Bond ETF worth $16.8K as of Q2 2026.
  • Cornerstone Planning Group bought 475 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $11K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #724 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Schwab US Aggregate Bond ETF position peaked at $5.96M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.