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Attessa Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Attessa Capital’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
2025
Q1 		– Sell
-17,760
Closed -$403K – 41
2024
Q4 		$403K Buy
+17,760
New +$410K 0.27% 28

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RIM
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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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Attessa Capital's SCHZ Position: Q1 2025 in Review

Attessa Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 17,760 shares — an estimated $403K sold.

Attessa Capital first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $403K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Attessa Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Attessa Capital sold 17,760 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $403K.
  • Attessa Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Attessa Capital's Schwab US Aggregate Bond ETF position peaked at $403K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Attessa Capital's 13F filing for Q1 2025, filed 15 Apr 2025.