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

Anfield 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 Q1	$12K	Buy	517 +1	+0.2%	+$23	﹤0.01%	410
2025 Q4	$12K	Buy	516 +3	+0.6%	+$70	﹤0.01%	323
2025 Q3	$12K	Buy	513 +28	+6%	+$650	﹤0.01%	314
2025 Q2	$11.3K	Buy	485 +2	+0.4%	+$46	﹤0.01%	285
2025 Q1	$11.2K	Buy	483 +113	+31%	+$2.59K	﹤0.01%	230
2024 Q4	$8.41K	Buy	370 +172	+87%	+$3.97K	﹤0.01%	257
2024 Q3	$2.35K	Sell	198 -20	-9%	-$468	﹤0.01%	362
2024 Q2	$4.99K	Buy	218 +26	+14%	+$589	﹤0.01%	264
2024 Q1	$4.42K	Buy	+192	New	+$4.42K	﹤0.01%	216

Other funds holding SCHZ

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 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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Anfield Capital Management's SCHZ Position: Q1 2026 in Review

Anfield Capital Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.19% in Q1 2026, buying an estimated $23 and bringing the position to 517 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Anfield Capital Management first reported a position in SCHZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $12K in Q4 2025. 669 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Anfield Capital Management held 517 shares of Schwab US Aggregate Bond ETF worth $12K as of Q1 2026.
Anfield Capital Management bought 1 Schwab US Aggregate Bond ETF share in Q1 2026, an estimated $23.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #410 holding.
Anfield Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Anfield Capital Management's Schwab US Aggregate Bond ETF position peaked at $12K in Q4 2025.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.