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Alterity Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alterity Financial Group’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
-9,052
Closed -$217K – 84
2022
Q2 		$217K Buy
+9,052
New +$219K 0.32% 74
2021
Q4 		$250K Buy
+9,290
New +$251K 0.27% 84
2021
Q1 		$239K Buy
+9,458
New +$260K 0.29% 73

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MFRM
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Envestnet Asset Management
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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

Alterity Financial Group's SCHZ Position: Q3 2022 in Review

Alterity Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 9,052 shares — an estimated $217K sold.

Alterity Financial Group first reported a position in SCHZ in Q1 2021 and held it in 3 quarters. The position peaked at $250K in Q4 2021. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Alterity Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Alterity Financial Group sold 9,052 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $217K.
  • Alterity Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Alterity Financial Group's Schwab US Aggregate Bond ETF position peaked at $250K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on Alterity Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.