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Cutler Investment Counsel’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cutler Investment Counsel’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 		$900K Buy
38,900
+4
+0% +$93 0.08% 91
2026
Q1 		$903K Buy
38,896
+2
+0% +$47 0.09% 88
2025
Q4 		$909K Buy
38,894
+5
+0% +$117 0.09% 88
2025
Q3 		$913K Sell
38,889
-31,315
-45% -$727K 0.1% 85
2025
Q2 		$1.63M Buy
70,204
+3
+0% +$69 0.18% 74
2025
Q1 		$1.63M Buy
70,201
+31,321
+81% +$717K 0.2% 71
2024
Q4 		$883K Buy
38,880
+11,168
+40% +$258K 0.11% 80
2024
Q3 		$658K Sell
27,712
-5,758
-17% -$135K 0.08% 85
2024
Q2 		$763K Buy
33,470
+24
+0.1% +$544 0.1% 79
2024
Q1 		$769K Sell
33,446
-12,170
-27% -$280K 0.1% 79
2023
Q4 		$1.06M Sell
45,616
-74
-0.2% -$1.66K 0.15% 75
2023
Q3 		$1.01M Buy
45,690
+5,026
+12% +$114K 0.16% 73
2023
Q2 		$939K Sell
40,664
-378
-0.9% -$8.79K 0.14% 76
2023
Q1 		$963K Buy
41,042
+566
+1% +$13.2K 0.15% 74
2022
Q4 		$924K Buy
40,476
+15,980
+65% +$364K 0.14% 75
2022
Q3 		$555K Sell
24,496
-222
-0.9% -$5.29K 0.09% 88
2022
Q2 		$592K Buy
24,718
+830
+3% +$20.1K 0.09% 90
2022
Q1 		$604K Buy
23,888
+462
+2% +$12K 0.08% 95
2021
Q4 		$631K Buy
23,426
+4
+0% +$108 0.1% 69
2021
Q3 		$635K Buy
23,422
+10
+0% +$274 0.1% 68
2021
Q2 		$639K Buy
23,412
+5,122
+28% +$139K 0.1% 65
2021
Q1 		$493K Buy
18,290
+158
+0.9% +$4.34K 0.09% 67
2020
Q4 		$508K Buy
18,132
+130
+0.7% +$3.63K 0.09% 66
2020
Q3 		$505K Buy
18,002
+102
+0.6% +$2.88K 0.1% 65
2020
Q2 		$503K Buy
17,900
+50
+0.3% +$1.39K 0.11% 63
2020
Q1 		$484K Buy
17,850
+204
+1% +$5.51K 0.12% 59
2019
Q4 		$471K Buy
17,646
+2
+0% +$54 0.09% 66
2019
Q3 		$475K Buy
17,644
+2
+0% +$53 0.09% 65
2019
Q2 		$468K Buy
17,642
+2
+0% +$52 0.09% 65
2019
Q1 		$458K Buy
+17,640
New +$450K 0.09% 64

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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Cutler Investment Counsel's SCHZ Position: Q2 2026 in Review

Cutler Investment Counsel increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.01% in Q2 2026, buying an estimated $93 and bringing the position to 38,900 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #91.

Cutler Investment Counsel first reported a position in SCHZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.63M in Q2 2025. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cutler Investment Counsel held 38,900 shares of Schwab US Aggregate Bond ETF worth $900K as of Q2 2026.
  • Cutler Investment Counsel bought 4 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $93.
  • Schwab US Aggregate Bond ETF made up 0.08% of Cutler Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • Cutler Investment Counsel first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Cutler Investment Counsel's Schwab US Aggregate Bond ETF position peaked at $1.63M in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.