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Curi RMB Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Curi RMB Capital’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 		$3.64M Sell
157,463
-13,043
-8% -$302K 0.06% 273
2026
Q1 		$3.96M Sell
170,506
-5,416
-3% -$127K 0.07% 242
2025
Q4 		$4.11M Sell
175,922
-12,645
-7% -$297K 0.07% 240
2025
Q3 		$4.43M Sell
188,567
-746
-0.4% -$17.3K 0.08% 225
2025
Q2 		$4.4M Sell
189,313
-29,352
-13% -$674K 0.08% 230
2025
Q1 		$5.06M Sell
218,665
-7,285
-3% -$167K 0.12% 193
2024
Q4 		$5.13M Buy
225,950
+9,118
+4% +$211K 0.12% 192
2024
Q3 		$5.15M Buy
216,832
+7,748
+4% +$181K 0.12% 187
2024
Q2 		$4.77M Sell
209,084
-15,990
-7% -$362K 0.11% 187
2024
Q1 		$5.18M Buy
+225,074
New +$5.18M 0.12% 183

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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Curi RMB Capital's SCHZ Position: Q2 2026 in Review

Curi RMB Capital reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.6% in Q2 2026, selling an estimated $302K and leaving 157,463 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #273.

Curi RMB Capital first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.18M in Q1 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Curi RMB Capital held 157,463 shares of Schwab US Aggregate Bond ETF worth $3.64M as of Q2 2026.
  • Curi RMB Capital sold 13,043 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $302K.
  • Schwab US Aggregate Bond ETF made up 0.06% of Curi RMB Capital's portfolio in Q2 2026, its #273 holding.
  • Curi RMB Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Curi RMB Capital's Schwab US Aggregate Bond ETF position peaked at $5.18M in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.