CWC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CWC Advisors’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	$721K	Buy	31,166 +545	+2%	+$12.6K	0.32%	77
2026 Q1	$711K	Sell	30,621 -657	-2%	-$15.4K	0.34%	71
2025 Q4	$731K	Sell	31,278 -124	-0.4%	-$2.91K	0.35%	67
2025 Q3	$737K	Hold	31,402	–	–	0.36%	64
2025 Q2	$730K	Buy	31,402 +1,175	+4%	+$27K	0.38%	59
2025 Q1	$700K	Sell	30,227 -128	-0.4%	-$2.93K	0.4%	58
2024 Q4	$689K	Sell	30,355 -1,327	-4%	-$30.7K	0.69%	39
2024 Q3	$753K	Buy	+31,682	New	+$742K	0.74%	41

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CWC Advisors's SCHZ Position: Q2 2026 in Review

CWC Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 31,166 shares worth $721K. The position accounts for 0.32% of the portfolio, ranked #77.

CWC Advisors first reported a position in SCHZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $753K in Q3 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

CWC Advisors held 31,166 shares of Schwab US Aggregate Bond ETF worth $721K as of Q2 2026.
CWC Advisors bought 545 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $12.6K.
Schwab US Aggregate Bond ETF made up 0.32% of CWC Advisors's portfolio in Q2 2026, its #77 holding.
CWC Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Schwab US Aggregate Bond ETF position peaked at $753K in Q3 2024.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.