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

Atticus 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
2023
Q1 		– Sell
-2
Closed -$49 – 580
2022
Q4 		$49 Hold
2
– – ﹤0.01% 526
2022
Q3 		$0 Hold
2
– – ﹤0.01% 615
2022
Q2 		$0 Hold
2
– – ﹤0.01% 641
2022
Q1 		$0 Hold
2
– – ﹤0.01% 618
2021
Q4 		$0 Hold
2
– – ﹤0.01% 483
2021
Q3 		$0 Sell
2
-26
-93% -$713 ﹤0.01% 448
2021
Q2 		$1K Hold
28
– – ﹤0.01% 374
2021
Q1 		$1K Sell
28
-1,946
-99% -$53.4K ﹤0.01% 337
2020
Q4 		$55K Buy
1,974
+330
+20% +$9.23K 0.03% 202
2020
Q3 		$46K Buy
1,644
+228
+16% +$6.43K 0.03% 179
2020
Q2 		$40K Sell
1,416
-4
-0.3% -$111 0.03% 183
2020
Q1 		$39K Buy
1,420
+538
+61% +$14.5K 0.03% 176
2019
Q4 		$24K Buy
+882
New +$23.6K 0.02% 211

Other funds holding SCHZ

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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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atticus Wealth Management's SCHZ Position: Q1 2023 in Review

Atticus Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 2 shares — an estimated $49 sold.

Atticus Wealth Management first reported a position in SCHZ in Q4 2019 and held it in 13 quarters. The position peaked at $55K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Atticus Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 2 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $49.
  • Atticus Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Atticus Wealth Management's Schwab US Aggregate Bond ETF position peaked at $55K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.