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Andrews Lucia Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Andrews Lucia Wealth Management’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
Q4 		– Sell
-10,780
Closed -$246K – 28
2024
Q3 		$246K Hold
10,780
– – 0.17% 25
2024
Q2 		$248K Hold
10,780
– – 0.17% 25
2024
Q1 		$248K Hold
10,780
– – 0.18% 24
2023
Q4 		$251K Hold
10,780
– – 0.19% 24
2023
Q3 		$238K Hold
10,780
– – 0.21% 26
2023
Q2 		$249K Buy
+10,780
New +$251K 0.21% 25

Other funds holding SCHZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Andrews Lucia Wealth Management's SCHZ Position: Q4 2024 in Review

Andrews Lucia Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 10,780 shares — an estimated $246K sold.

Andrews Lucia Wealth Management first reported a position in SCHZ in Q2 2023 and held it in 6 quarters. The position peaked at $251K in Q4 2023. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Andrews Lucia Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Andrews Lucia Wealth Management sold 10,780 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $246K.
  • Andrews Lucia Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Andrews Lucia Wealth Management's Schwab US Aggregate Bond ETF position peaked at $251K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Andrews Lucia Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.