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

Per Stirling 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 		$273K Buy
11,799
+34
+0.3% +$787 0.03% 297
2026
Q1 		$273K Sell
11,765
-48
-0.4% -$1.12K 0.03% 264
2025
Q4 		$276K Sell
11,813
-567
-5% -$13.3K 0.03% 252
2025
Q3 		$291K Buy
12,380
+32
+0.3% +$743 0.03% 227
2025
Q2 		$287K Sell
12,348
-222
-2% -$5.09K 0.04% 224
2025
Q1 		$291K Sell
12,570
-21
-0.2% -$481 0.04% 221
2024
Q4 		$286K Sell
12,591
-18,495
-59% -$427K 0.04% 219
2024
Q3 		$739K Buy
31,086
+702
+2% +$16.4K 0.1% 139
2024
Q2 		$692K Buy
30,384
+18,734
+161% +$425K 0.11% 124
2024
Q1 		$268K Buy
11,650
+2,050
+21% +$47.1K 0.04% 201
2023
Q4 		$224K Sell
9,600
-790
-8% -$17.7K 0.04% 194
2023
Q3 		$230K Buy
10,390
+16
+0.2% +$363 0.05% 182
2023
Q2 		$239K Buy
+10,374
New +$241K 0.05% 179

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Per Stirling Capital Management's SCHZ Position: Q2 2026 in Review

Per Stirling Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.29% in Q2 2026, buying an estimated $787 and bringing the position to 11,799 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #297.

Per Stirling Capital Management first reported a position in SCHZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $739K in Q3 2024. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Per Stirling Capital Management held 11,799 shares of Schwab US Aggregate Bond ETF worth $273K as of Q2 2026.
  • Per Stirling Capital Management bought 34 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $787.
  • Schwab US Aggregate Bond ETF made up 0.03% of Per Stirling Capital Management's portfolio in Q2 2026, its #297 holding.
  • Per Stirling Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Per Stirling Capital Management's Schwab US Aggregate Bond ETF position peaked at $739K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.