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Texas Yale Capital Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Texas Yale Capital Corp’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 		$662K Sell
28,619
-699
-2% -$16.2K 0.01% 348
2026
Q1 		$681K Buy
29,318
+4,800
+20% +$112K 0.02% 337
2025
Q4 		$573K Hold
24,518
– – 0.02% 346
2025
Q3 		$575K Buy
24,518
+15,250
+165% +$354K 0.02% 339
2025
Q2 		$215K Sell
9,268
-1,500
-14% -$34.4K 0.01% 441
2025
Q1 		$249K Hold
10,768
– – 0.01% 409
2024
Q4 		$244K Sell
10,768
-1,600
-13% -$37K 0.01% 417
2024
Q3 		$294K Hold
12,368
– – 0.01% 396
2024
Q2 		$282K Sell
12,368
-500
-4% -$11.3K 0.01% 384
2024
Q1 		$296K Buy
+12,868
New +$296K 0.01% 378

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

Texas Yale Capital Corp's SCHZ Position: Q2 2026 in Review

Texas Yale Capital Corp reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.4% in Q2 2026, selling an estimated $16.2K and leaving 28,619 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #348.

Texas Yale Capital Corp first reported a position in SCHZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $681K in Q1 2026. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Texas Yale Capital Corp held 28,619 shares of Schwab US Aggregate Bond ETF worth $662K as of Q2 2026.
  • Texas Yale Capital Corp sold 699 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $16.2K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Texas Yale Capital Corp's portfolio in Q2 2026, its #348 holding.
  • Texas Yale Capital Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Texas Yale Capital Corp's Schwab US Aggregate Bond ETF position peaked at $681K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.