Granite Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Granite Investment Partners’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	$87.4K	Hold	3,780	–	–	﹤0.01%	260
2026 Q1	$87.8K	Hold	3,780	–	–	0.01%	247
2025 Q4	$88.3K	Hold	3,780	–	–	0.01%	231
2025 Q3	$88.7K	Hold	3,780	–	–	0.01%	237
2025 Q2	$87.8K	Hold	3,780	–	–	﹤0.01%	243
2025 Q1	$87.5K	Hold	3,780	–	–	﹤0.01%	245
2024 Q4	$85.8K	Buy	3,780 +110	+3%	+$2.54K	﹤0.01%	250
2024 Q3	$87.2K	Sell	3,670 -110	-3%	-$2.58K	﹤0.01%	236
2024 Q2	$86.1K	Hold	3,780	–	–	﹤0.01%	240
2024 Q1	$86.9K	Hold	3,780	–	–	﹤0.01%	248
2023 Q4	$88.1K	Hold	3,780	–	–	﹤0.01%	249
2023 Q3	$83.6K	Hold	3,780	–	–	﹤0.01%	252
2023 Q2	$87.2K	Sell	3,780 -304	-7%	-$7.07K	﹤0.01%	251
2023 Q1	$95.8K	Hold	4,084	–	–	﹤0.01%	246
2022 Q4	$93.2K	Sell	4,084 -20	-0.5%	-$455	﹤0.01%	250
2022 Q3	$93K	Hold	4,104	–	–	﹤0.01%	252
2022 Q2	$98K	Hold	4,104	–	–	﹤0.01%	256
2022 Q1	$104K	Hold	4,104	–	–	﹤0.01%	258
2021 Q4	$111K	Hold	4,104	–	–	﹤0.01%	264
2021 Q3	$111K	Hold	4,104	–	–	﹤0.01%	262
2021 Q2	$112K	Hold	4,104	–	–	﹤0.01%	268
2021 Q1	$111K	Hold	4,104	–	–	﹤0.01%	260
2020 Q4	$115K	Hold	4,104	–	–	﹤0.01%	260
2020 Q3	$115K	Hold	4,104	–	–	0.01%	259
2020 Q2	$116K	Sell	4,104 -30	-0.7%	-$835	0.01%	254
2020 Q1	$114K	Buy	4,134 +30	+0.7%	+$810	0.01%	255
2019 Q4	$111K	Sell	4,104 -30	-0.7%	-$804	0.01%	271
2019 Q3	$111K	Hold	4,134	–	–	0.01%	336
2019 Q2	$110K	Hold	4,134	–	–	0.01%	342
2019 Q1	$107K	Hold	4,134	–	–	0.01%	339
2018 Q4	$105K	Sell	4,134 -40	-1%	-$999	0.01%	330
2018 Q3	$104K	Hold	4,174	–	–	0.01%	309
2018 Q2	$105K	Buy	+4,174	New	+$105K	0.01%	306

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 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

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 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

Granite Investment Partners's SCHZ Position: Q2 2026 in Review

Granite Investment Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 3,780 shares worth $87.4K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Granite Investment Partners first reported a position in SCHZ in Q2 2018 and has held it in 33 quarters since. The position peaked at $116K in Q2 2020. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Granite Investment Partners held 3,780 shares of Schwab US Aggregate Bond ETF worth $87.4K as of Q2 2026.
Granite Investment Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Granite Investment Partners's portfolio in Q2 2026, its #260 holding.
Granite Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and has held it in 33 quarters since.
Granite Investment Partners's Schwab US Aggregate Bond ETF position peaked at $116K in Q2 2020.
460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.