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CVA Family Office’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CVA Family Office’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 		$2.94M Buy
126,659
+10,397
+9% +$243K 0.31% 55
2025
Q4 		$2.72M Buy
116,262
+13,480
+13% +$317K 0.31% 56
2025
Q3 		$2.41M Buy
102,782
+4,265
+4% +$99.1K 0.31% 59
2025
Q2 		$2.29M Sell
98,517
-1,954
-2% -$44.8K 0.32% 57
2025
Q1 		$2.33M Buy
100,471
+6,589
+7% +$151K 0.36% 55
2024
Q4 		$2.13M Buy
93,882
+11,422
+14% +$264K 0.34% 56
2024
Q3 		$1.96M Buy
82,460
+260
+0.3% +$6.09K 0.32% 55
2024
Q2 		$1.87M Buy
82,200
+8,752
+12% +$198K 0.34% 54
2024
Q1 		$1.69M Buy
73,448
+15,420
+27% +$355K 0.3% 60
2023
Q4 		$1.35M Buy
58,028
+30,868
+114% +$691K 0.26% 62
2023
Q3 		$601K Buy
27,160
+11,026
+68% +$250K 0.14% 111
2023
Q2 		$372K Buy
16,134
+1,452
+10% +$33.8K 0.08% 148
2023
Q1 		$344K Buy
14,682
+7,810
+114% +$182K 0.08% 152
2022
Q4 		$157K Buy
6,872
+6,702
+3,942% +$153K 0.04% 236
2022
Q3 		$4K Sell
170
-1,520
-90% -$36.2K ﹤0.01% 750
2022
Q2 		$40K Hold
1,690
– – 0.01% 414
2022
Q1 		$43K Sell
1,690
-85,050
-98% -$2.21M 0.01% 426
2021
Q4 		$2.34M Sell
86,740
-9,504
-10% -$257K 0.58% 38
2021
Q3 		$2.7M Sell
96,244
-19,002
-16% -$521K 1.95% 13
2021
Q2 		$3.15M Sell
115,246
-12,378
-10% -$336K 0.9% 27
2021
Q1 		$3.44M Buy
127,624
+17,004
+15% +$467K 1.31% 18
2020
Q4 		$3.1M Buy
110,620
+14,376
+15% +$402K 1.9% 14
2020
Q3 		$2.7M Buy
96,244
+42,656
+80% +$1.2M 1.95% 13
2020
Q2 		$1.51M Buy
53,588
+4,544
+9% +$126K 1.24% 20
2020
Q1 		$1.33M Buy
49,044
+9,734
+25% +$263K 1.35% 20
2019
Q4 		$1.05M Buy
+39,310
New +$1.05M 0.97% 25

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

CVA Family Office's SCHZ Position: Q1 2026 in Review

CVA Family Office increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.9% in Q1 2026, buying an estimated $243K and bringing the position to 126,659 shares worth $2.94M. The position accounts for 0.31% of the portfolio, ranked #55.

CVA Family Office first reported a position in SCHZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.44M in Q1 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • CVA Family Office held 126,659 shares of Schwab US Aggregate Bond ETF worth $2.94M as of Q1 2026.
  • CVA Family Office bought 10,397 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $243K.
  • Schwab US Aggregate Bond ETF made up 0.31% of CVA Family Office's portfolio in Q1 2026, its #55 holding.
  • CVA Family Office first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Schwab US Aggregate Bond ETF position peaked at $3.44M in Q1 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.