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

Affinity Capital Advisors’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 		$8.53M Sell
369,750
-31,015
-8% -$718K 1.05% 19
2026
Q1 		$9.31M Sell
400,765
-1,028
-0.3% -$24.1K 1.3% 17
2025
Q4 		$9.39M Buy
401,793
+5,592
+1% +$131K 1.3% 18
2025
Q3 		$9.3M Sell
396,201
-1,074
-0.3% -$24.9K 1.43% 17
2025
Q2 		$9.23M Sell
397,275
-6,586
-2% -$151K 1.59% 15
2025
Q1 		$9.18M Buy
403,861
+125,628
+45% +$2.88M 1.82% 12
2024
Q4 		$6.29M Buy
278,233
+72,211
+35% +$1.67M 1.18% 19
2024
Q3 		$4.9M Sell
206,022
-10,084
-5% -$236K 0.95% 22
2024
Q2 		$4.93M Sell
216,106
-48,742
-18% -$1.1M 1.03% 22
2024
Q1 		$6.09M Buy
264,848
+83,984
+46% +$1.93M 1.36% 16
2023
Q4 		$4.22M Buy
+180,864
New +$4.05M 1.03% 23

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 $103B AUM 28.65% 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

Affinity Capital Advisors's SCHZ Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.7% in Q2 2026, selling an estimated $718K and leaving 369,750 shares worth $8.53M. The position accounts for 1.05% of the portfolio, ranked #19.

Affinity Capital Advisors first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.39M in Q4 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Affinity Capital Advisors held 369,750 shares of Schwab US Aggregate Bond ETF worth $8.53M as of Q2 2026.
  • Affinity Capital Advisors sold 31,015 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $718K.
  • Schwab US Aggregate Bond ETF made up 1.05% of Affinity Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Affinity Capital Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Affinity Capital Advisors's Schwab US Aggregate Bond ETF position peaked at $9.39M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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