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

Capital Advisors Ltd’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
2025
Q2 		– Sell
-19,640
Closed -$455K – 1603
2025
Q1 		$455K Hold
19,640
– – 0.06% 167
2024
Q4 		$446K Hold
19,640
– – 0.06% 171
2024
Q3 		$467K Hold
19,640
– – 0.06% 166
2024
Q2 		$448K Hold
19,640
– – 0.06% 165
2024
Q1 		$452K Hold
19,640
– – 0.06% 168
2023
Q4 		$458K Sell
19,640
-9,164
-32% -$205K 0.06% 161
2023
Q3 		$637K Hold
28,804
– – 0.1% 123
2023
Q2 		$665K Hold
28,804
– – 0.1% 118
2023
Q1 		$676K Sell
28,804
-2,614
-8% -$60.8K 0.11% 109
2022
Q4 		$717K Buy
+31,418
New +$715K 0.12% 104

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Capital Advisors Ltd's SCHZ Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 19,640 shares — an estimated $455K sold.

Capital Advisors Ltd first reported a position in SCHZ in Q4 2022 and held it in 10 quarters. The position peaked at $717K in Q4 2022. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 19,640 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $455K.
  • Capital Advisors Ltd first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
  • Capital Advisors Ltd's Schwab US Aggregate Bond ETF position peaked at $717K in Q4 2022.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.