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

Armor 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
2024
Q2 		– Sell
-116
Closed -$2.67K – 163
2024
Q1 		$2.67K Buy
+116
New +$2.67K ﹤0.01% 154
2022
Q2 		– Sell
-200
Closed -$5K – 168
2022
Q1 		$5K Hold
200
– – ﹤0.01% 162
2021
Q4 		$5K Buy
+200
New +$5.41K ﹤0.01% 150

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Armor Investment Advisors's SCHZ Position: Q2 2024 in Review

Armor Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 116 shares — an estimated $2.67K sold.

Armor Investment Advisors first reported a position in SCHZ in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 592 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Armor Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Armor Investment Advisors sold 116 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $2.67K.
  • Armor Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Armor Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $5K in Q1 2022.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Armor Investment Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.