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Dorato Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Dorato Capital Management’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 		$2.04M Hold
89,164
– – 1.39% 16
2026
Q1 		$2.07M Buy
89,164
+5,363
+6% +$126K 1.53% 15
2025
Q4 		$1.97M Buy
+83,801
New +$1.97M 1.48% 15

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
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Dorato Capital Management's SCHZ Position: Q2 2026 in Review

Dorato Capital Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 89,164 shares worth $2.04M. The position accounts for 1.39% of the portfolio, ranked #16.

Dorato Capital Management first reported a position in SCHZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q1 2026. 441 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Dorato Capital Management held 89,164 shares of Schwab US Aggregate Bond ETF worth $2.04M as of Q2 2026.
  • Dorato Capital Management left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 1.39% of Dorato Capital Management's portfolio in Q2 2026, its #16 holding.
  • Dorato Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Schwab US Aggregate Bond ETF position peaked at $2.07M in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.