AWM
SCHZ icon

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

Aries 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
2022
Q2 		– Sell
-207,978
Closed -$5.26M – 224
2022
Q1 		$5.26M Buy
+207,978
New +$5.4M 2.28% 19

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Aries Wealth Management's SCHZ Position: Q2 2022 in Review

Aries Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 207,978 shares — an estimated $5.26M sold.

Aries Wealth Management first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $5.26M in Q1 2022. 534 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 207,978 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $5.26M.
  • Aries Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab US Aggregate Bond ETF position peaked at $5.26M in Q1 2022.
  • 534 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.