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Axiom Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Axiom Advisory’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
Q3 		$1.89M Buy
80,848
+40,150
+99% +$940K 0.02% 117
2024
Q2 		$922K Buy
+40,698
New +$922K 0.01% 159

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Axiom Advisory's SCHZ Position: Q3 2024 in Review

Axiom Advisory increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 99% in Q3 2024, buying an estimated $940K and bringing the position to 80,848 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #117.

Axiom Advisory first reported a position in SCHZ in Q2 2024 and has held it in 2 quarters since. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Axiom Advisory held 80,848 shares of Schwab US Aggregate Bond ETF worth $1.89M as of Q3 2024.
  • Axiom Advisory bought 40,150 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $940K.
  • Schwab US Aggregate Bond ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #117 holding.
  • Axiom Advisory first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.