AFA
SCHZ icon

AA Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AA Financial 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
2024
Q3 		– Sell
-20,286
Closed -$462K – 181
2024
Q2 		$462K Buy
20,286
+4,870
+32% +$110K 0.16% 103
2024
Q1 		$355K Buy
+15,416
New +$354K 0.14% 106

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
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AA Financial Advisors's SCHZ Position: Q3 2024 in Review

AA Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 20,286 shares — an estimated $462K sold.

AA Financial Advisors first reported a position in SCHZ in Q1 2024 and held it in 2 quarters. The position peaked at $462K in Q2 2024. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • AA Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • AA Financial Advisors sold 20,286 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $462K.
  • AA Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • AA Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $462K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on AA Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.