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

Prime Capital Investment 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 		$867K Buy
37,467
+6,149
+20% +$142K 0.01% 551
2026
Q1 		$727K Sell
31,318
-4,318
-12% -$101K 0.01% 580
2025
Q4 		$833K Sell
35,636
-823
-2% -$19.3K 0.01% 526
2025
Q3 		$856K Sell
36,459
-247
-0.7% -$5.74K 0.01% 509
2025
Q2 		$853K Sell
36,706
-141,753
-79% -$3.25M 0.01% 499
2025
Q1 		$4.13M Buy
178,459
+134,003
+301% +$3.07M 0.05% 252
2024
Q4 		$1.01M Sell
44,456
-492
-1% -$11.4K 0.01% 423
2024
Q3 		$1.07M Sell
44,948
-8,910
-17% -$209K 0.02% 432
2024
Q2 		$1.23M Sell
53,858
-65,928
-55% -$1.49M 0.02% 395
2024
Q1 		$2.76M Buy
119,786
+55,084
+85% +$1.27M 0.04% 292
2023
Q4 		$1.51M Buy
64,702
+9,492
+17% +$212K 0.02% 369
2023
Q3 		$1.22M Buy
55,210
+1,146
+2% +$26K 0.03% 314
2023
Q2 		$1.25M Buy
+54,064
New +$1.26M 0.02% 317
2021
Q2 		– Sell
-2,996
Closed -$81K – 516
2021
Q1 		$81K Buy
2,996
+68
+2% +$1.87K 0.01% 295
2020
Q4 		$82K Buy
2,928
+1,160
+66% +$32.4K 0.01% 287
2020
Q3 		$50K Sell
1,768
-5,202
-75% -$147K ﹤0.01% 313
2020
Q2 		$196K Sell
6,970
-6,062
-47% -$169K 0.02% 229
2020
Q1 		$354K Buy
13,032
+12,392
+1,936% +$335K 0.04% 165
2019
Q4 		$17K Sell
640
-24,964
-98% -$669K ﹤0.01% 433
2019
Q3 		$689K Sell
25,604
-42
-0.2% -$1.12K 0.11% 139
2019
Q2 		$680K Buy
+25,646
New +$667K 0.12% 129

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prime Capital Investment Advisors's SCHZ Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 20% in Q2 2026, buying an estimated $142K and bringing the position to 37,467 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #551.

Prime Capital Investment Advisors first reported a position in SCHZ in Q2 2019 and has held it in 21 quarters since. The position peaked at $4.13M in Q1 2025. 559 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Prime Capital Investment Advisors held 37,467 shares of Schwab US Aggregate Bond ETF worth $867K as of Q2 2026.
  • Prime Capital Investment Advisors bought 6,149 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $142K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #551 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $4.13M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.