CWS
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Cypress Wealth Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-125,890
Closed -$3.53M – 471
2020
Q3 		$3.53M Buy
+125,890
New +$3.55M 0.9% 31

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

Cypress Wealth Services's SCHZ Position: Q2 2026 in Review

Cypress Wealth Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $1.62M and bringing the position to 659,249 shares worth $15.2M. The position accounts for 1.87% of the portfolio, ranked #7.

Cypress Wealth Services first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. 295 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Cypress Wealth Services held 659,249 shares of Schwab US Aggregate Bond ETF worth $15.2M as of Q2 2026.
  • Cypress Wealth Services bought 70,206 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.62M.
  • Schwab US Aggregate Bond ETF made up 1.87% of Cypress Wealth Services's portfolio in Q2 2026, its #7 holding.
  • Cypress Wealth Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 295 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.