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

Verus Capital 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
Q1 		$2.27M Buy
97,767
+7,803
+9% +$183K 0.16% 98
2025
Q4 		$2.1M Buy
89,964
+149
+0.2% +$3.5K 0.14% 103
2025
Q3 		$2.11M Buy
89,815
+10,979
+14% +$255K 0.16% 83
2025
Q2 		$1.83M Buy
+78,836
New +$1.81M 0.16% 88

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Verus Capital Partners's SCHZ Position: Q1 2026 in Review

Verus Capital Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.7% in Q1 2026, buying an estimated $183K and bringing the position to 97,767 shares worth $2.27M. The position accounts for 0.16% of the portfolio, ranked #98.

Verus Capital Partners first reported a position in SCHZ in Q2 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Verus Capital Partners held 97,767 shares of Schwab US Aggregate Bond ETF worth $2.27M as of Q1 2026.
  • Verus Capital Partners bought 7,803 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $183K.
  • Schwab US Aggregate Bond ETF made up 0.16% of Verus Capital Partners's portfolio in Q1 2026, its #98 holding.
  • Verus Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.