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U.S. Capital Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

U.S. Capital Wealth 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
Q1 		$1.01M Buy
43,660
+9,218
+27% +$216K 0.03% 513
2025
Q4 		$805K Sell
34,442
-2,357
-6% -$55.3K 0.02% 540
2025
Q3 		$864K Buy
36,799
+1,213
+3% +$28.2K 0.02% 506
2025
Q2 		$827K Sell
35,586
-147
-0.4% -$3.37K 0.02% 471
2025
Q1 		$828K Sell
35,733
-9,898
-22% -$227K 0.03% 464
2024
Q4 		$1.04M Buy
45,631
+397
+0.9% +$9.17K 0.03% 417
2024
Q3 		$1.07M Buy
45,234
+2,484
+6% +$58.2K 0.04% 343
2024
Q2 		$974K Buy
42,750
+4,556
+12% +$103K 0.04% 348
2024
Q1 		$878K Sell
38,194
-18
-0% -$414 0.03% 365
2023
Q4 		$891K Buy
38,212
+14,790
+63% +$331K 0.04% 347
2023
Q3 		$518K Sell
23,422
-274
-1% -$6.21K 0.02% 427
2023
Q2 		$547K Sell
23,696
-6,500
-22% -$151K 0.03% 427
2023
Q1 		$708K Sell
30,196
-24,958
-45% -$581K 0.03% 370
2022
Q4 		$1.26M Buy
55,154
+1,012
+2% +$23K 0.06% 290
2022
Q3 		$1.23M Buy
54,142
+276
+0.5% +$6.57K 0.06% 292
2022
Q2 		$1.29M Sell
53,866
-276
-0.5% -$6.68K 0.06% 304
2022
Q1 		$1.37M Buy
54,142
+116
+0.2% +$3.01K 0.05% 336
2021
Q4 		$1.46M Sell
54,026
-1,982
-4% -$53.6K 0.06% 326
2021
Q3 		$1.52M Buy
+56,008
New +$1.54M 0.07% 310

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 27% in Q1 2026, buying an estimated $216K and bringing the position to 43,660 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #513.

U.S. Capital Wealth Advisors first reported a position in SCHZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q3 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • U.S. Capital Wealth Advisors held 43,660 shares of Schwab US Aggregate Bond ETF worth $1.01M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 9,218 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $216K.
  • Schwab US Aggregate Bond ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #513 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.52M in Q3 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.