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

SCS 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 		$218K Buy
9,421
+96
+1% +$2.22K ﹤0.01% 456
2026
Q1 		$217K Buy
9,325
+65
+0.7% +$1.52K ﹤0.01% 446
2025
Q4 		$216K Buy
9,260
+122
+1% +$2.87K ﹤0.01% 463
2025
Q3 		$214K Buy
9,138
+92
+1% +$2.14K ﹤0.01% 486
2025
Q2 		$210K Buy
9,046
+92
+1% +$2.11K ﹤0.01% 521
2025
Q1 		$207K Buy
+8,954
New +$205K ﹤0.01% 487

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 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

SCS Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1% in Q2 2026, buying an estimated $2.22K and bringing the position to 9,421 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

SCS Capital Management first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • SCS Capital Management held 9,421 shares of Schwab US Aggregate Bond ETF worth $218K as of Q2 2026.
  • SCS Capital Management bought 96 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $2.22K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #456 holding.
  • SCS Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.