Curtis Advisory Group
SCHZ icon

Curtis Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Curtis Advisory 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
Q3 		$5.97M Buy
270,129
+7,505
+3% +$170K 1.11% 24
2026
Q2 		$6.07M Sell
262,624
-26,892
-9% -$622K 1.18% 23
2026
Q1 		$6.72M Buy
289,516
+7,241
+3% +$169K 1.45% 16
2025
Q4 		$6.6M Buy
282,275
+17,669
+7% +$415K 1.38% 17
2025
Q3 		$6.21M Sell
264,606
-36,130
-12% -$839K 1.41% 17
2025
Q2 		$6.99M Buy
300,736
+60,204
+25% +$1.38M 1.76% 16
2025
Q1 		$5.57M Sell
240,532
-1,695
-0.7% -$38.8K 1.64% 17
2024
Q4 		$5.5M Buy
242,227
+34,861
+17% +$805K 1.45% 20
2024
Q3 		$4.93M Buy
207,366
+14,258
+7% +$334K 1.4% 23
2024
Q2 		$4.4M Buy
193,108
+20,780
+12% +$471K 1.55% 23
2024
Q1 		$3.96M Buy
172,328
+31,434
+22% +$723K 1.53% 21
2023
Q4 		$3.28M Buy
140,894
+15,026
+12% +$336K 1.5% 20
2023
Q3 		$2.78M Buy
125,868
+2,382
+2% +$54K 0.93% 18
2023
Q2 		$2.85M Sell
123,486
-3,218
-3% -$74.9K 0.91% 18
2023
Q1 		$2.97M Buy
126,704
+7,490
+6% +$174K 1.09% 17
2022
Q4 		$2.72M Buy
119,214
+29,550
+33% +$673K 1.09% 18
2022
Q3 		$2.03M Buy
89,664
+5,352
+6% +$127K 0.83% 22
2022
Q2 		$2.02M Sell
84,312
-5,760
-6% -$139K 0.8% 21
2022
Q1 		$2.28M Sell
90,072
-6,850
-7% -$178K 0.77% 19
2021
Q4 		$2.61M Buy
96,922
+4,950
+5% +$134K 0.86% 20
2021
Q3 		$2.5M Buy
91,972
+25,392
+38% +$696K 0.91% 21
2021
Q2 		$1.82M Buy
66,580
+8,072
+14% +$219K 0.79% 25
2021
Q1 		$1.58M Buy
58,508
+540
+0.9% +$14.8K 0.7% 29
2020
Q4 		$1.62M Buy
57,968
+5,018
+9% +$140K 0.79% 25
2020
Q3 		$1.48M Buy
52,950
+1,052
+2% +$29.7K 0.88% 19
2020
Q2 		$1.46M Buy
51,898
+23,300
+81% +$648K 1.05% 16
2020
Q1 		$776K Buy
28,598
+4,248
+17% +$115K 0.51% 22
2019
Q4 		$651K Buy
+24,350
New +$653K 0.37% 25

Other funds holding SCHZ

Rockbridge Investment Management
Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Curtis Advisory Group's SCHZ Position: Q3 2026 in Review

Curtis Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.9% in Q3 2026, buying an estimated $170K and bringing the position to 270,129 shares worth $5.97M. The position accounts for 1.11% of the portfolio, ranked #24.

Curtis Advisory Group first reported a position in SCHZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.99M in Q2 2025. 482 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Curtis Advisory Group held 270,129 shares of Schwab US Aggregate Bond ETF worth $5.97M as of Q3 2026.
  • Curtis Advisory Group bought 7,505 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $170K.
  • Schwab US Aggregate Bond ETF made up 1.11% of Curtis Advisory Group's portfolio in Q3 2026, its #24 holding.
  • Curtis Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Curtis Advisory Group's Schwab US Aggregate Bond ETF position peaked at $6.99M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.