CX Institutional’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CX Institutional’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	$200K	Buy	+8,628	New	+$200K	0.01%	741

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CX Institutional's SCHZ Position: Q2 2026 in Review

CX Institutional opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 8,628 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings.

206 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

CX Institutional held 8,628 shares of Schwab US Aggregate Bond ETF worth $200K as of Q2 2026.
Schwab US Aggregate Bond ETF was a new CX Institutional position in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #741 holding.
206 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.