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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
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 $1.56T 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

Curi RMB Capital's SCHZ Position: Q1 2026 in Review

Curi RMB Capital reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q1 2026, selling an estimated $127K and leaving 170,506 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #242.

Curi RMB Capital first reported a position in SCHZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.18M in Q1 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Curi RMB Capital held 170,506 shares of Schwab US Aggregate Bond ETF worth $3.96M as of Q1 2026.
  • Curi RMB Capital sold 5,416 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $127K.
  • Schwab US Aggregate Bond ETF made up 0.07% of Curi RMB Capital's portfolio in Q1 2026, its #242 holding.
  • Curi RMB Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Curi RMB Capital's Schwab US Aggregate Bond ETF position peaked at $5.18M in Q1 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.