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

Palouse 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	–	Sell	-264	Closed	-$6.13K	–	139
2026 Q1	$6.13K	Hold	264	–	–	﹤0.01%	130
2025 Q4	$6.17K	Hold	264	–	–	﹤0.01%	143
2025 Q3	$6.2K	Hold	264	–	–	﹤0.01%	128
2025 Q2	$6.13K	Hold	264	–	–	﹤0.01%	123
2025 Q1	$6.11K	Hold	264	–	–	﹤0.01%	131
2024 Q4	$5.99K	Hold	264	–	–	﹤0.01%	137
2024 Q3	$6.27K	Hold	264	–	–	﹤0.01%	122
2024 Q2	$6.02K	Hold	264	–	–	﹤0.01%	117
2024 Q1	$6.07K	Buy	+264	New	+$6.07K	﹤0.01%	136

Other funds holding SCHZ

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

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

BTI

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

ZRP

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

BDFN

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

CCWA

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

RWP

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

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

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

Palouse Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 264 shares — an estimated $6.13K sold.

Palouse Capital Management first reported a position in SCHZ in Q1 2024 and held it in 9 quarters. The position peaked at $6.27K in Q3 2024. 191 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Palouse Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Palouse Capital Management sold 264 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.13K.
Palouse Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 9 quarters.
Palouse Capital Management's Schwab US Aggregate Bond ETF position peaked at $6.27K in Q3 2024.
191 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.