CFG Wealth Management Services, Inc. reported SCHWAB US AGGREGATE BONDETF (SCHZ) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 12.88% in 2026 Q2. The latest visible filing shows SCHZ at 12.88% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFG Wealth Management Services, Inc.'s position in SCHWAB US AGGREGATE BONDETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SCHZ was reported at 12.88% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
CFG Wealth Management Services, Inc. reported SCHZ across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.
The largest reported portfolio weight for SCHZ was 12.88% in 2026 Q2.
The most recent filing on this page is 2026 Q2, when CFG Wealth Management Services, Inc. reported 572,537 shares, equal to 12.88% of portfolio, with an estimated market value of $13.7M.
The chart compares CFG Wealth Management Services, Inc.'s quarterly SCHZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.