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

Aveo Capital Partners’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
Q2 		– Sell
-21,761
Closed -$501K – 126
2025
Q1 		$501K Buy
21,761
+6,949
+47% +$159K 0.08% 112
2024
Q4 		$336K Buy
14,812
+3,236
+28% +$74.8K 0.04% 265
2024
Q3 		$275K Buy
11,576
+2,008
+21% +$47K 0.03% 291
2024
Q2 		$218K Buy
+9,568
New +$217K 0.02% 299

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CST
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TWP
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OIA
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Aveo Capital Partners's SCHZ Position: Q2 2025 in Review

Aveo Capital Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 21,761 shares — an estimated $501K sold.

Aveo Capital Partners first reported a position in SCHZ in Q2 2024 and held it in 4 quarters. The position peaked at $501K in Q1 2025. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.

  • Aveo Capital Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 21,761 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $501K.
  • Aveo Capital Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Schwab US Aggregate Bond ETF position peaked at $501K in Q1 2025.
  • 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.