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

Shearwater Capital’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 		$967K Hold
41,789
– – 0.46% 30
2026
Q1 		$970K Hold
41,789
– – 0.51% 28
2025
Q4 		$977K Hold
41,789
– – 0.56% 22
2025
Q3 		$981K Hold
41,789
– – 0.58% 21
2025
Q2 		$971K Hold
41,789
– – 0.61% 20
2025
Q1 		$968K Hold
41,789
– – 0.68% 18
2024
Q4 		$949K Sell
41,789
-3
-0% -$69 0.64% 18
2024
Q3 		$993K Sell
41,792
-706
-2% -$16.5K 0.68% 19
2024
Q2 		$969K Hold
42,498
– – 0.71% 19
2024
Q1 		$977K Buy
42,498
+818
+2% +$18.8K 0.72% 18
2023
Q4 		$972K Hold
41,680
– – 0.77% 18
2023
Q3 		$922K Sell
41,680
-870
-2% -$19.7K 0.83% 19
2023
Q2 		$982K Hold
42,550
– – 0.86% 17
2023
Q1 		$998K Buy
42,550
+40,398
+1,877% +$940K 0.93% 16
2022
Q4 		$971K Buy
2,152
+6
+0.3% +$137 0.98% 14
2022
Q3 		$964K Sell
2,146
-36
-2% -$857 1.09% 13
2022
Q2 		$1.02M Sell
2,182
-30
-1% -$726 1.1% 14
2022
Q1 		$1.08M Sell
2,212
-40
-2% -$1.04K 0.99% 12
2021
Q4 		$1.15M Buy
+2,252
New +$60.9K 0.99% 12

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

Shearwater Capital's SCHZ Position: Q2 2026 in Review

Shearwater Capital held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 41,789 shares worth $967K. The position accounts for 0.46% of the portfolio, ranked #30.

Shearwater Capital first reported a position in SCHZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2021. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Shearwater Capital held 41,789 shares of Schwab US Aggregate Bond ETF worth $967K as of Q2 2026.
  • Shearwater Capital left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.46% of Shearwater Capital's portfolio in Q2 2026, its #30 holding.
  • Shearwater Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Schwab US Aggregate Bond ETF position peaked at $1.15M in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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