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1834 Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

1834 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
2022
Q3 		– Sell
-586
Closed -$14K – 407
2022
Q2 		$14K Buy
+586
New +$14.2K ﹤0.01% 359
2019
Q2 		– Sell
-84
Closed -$2K – 456
2019
Q1 		$2K Buy
+84
New +$2.14K ﹤0.01% 395

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

1834 Investment Advisors's SCHZ Position: Q3 2022 in Review

1834 Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 586 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in SCHZ in Q1 2019 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 586 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $14K.
  • 1834 Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 2 quarters.
  • 1834 Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $14K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.