BDO Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

BDO Wealth 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
2023 Q2	$231K	Hold	10,000	–	–	0.03%	248
2023 Q1	$235K	Hold	10,000	–	–	0.03%	237
2022 Q4	$228K	Hold	10,000	–	–	0.03%	243
2022 Q3	$227K	Sell	10,000 -6,100	-38%	-$145K	0.03%	237
2022 Q2	$385K	Hold	16,100	–	–	0.05%	195
2022 Q1	$407K	Hold	16,100	–	–	0.04%	197
2021 Q4	$434K	Sell	16,100 -2,400	-13%	-$64.9K	0.05%	197
2021 Q3	$502K	Hold	18,500	–	–	0.06%	181
2021 Q2	$505K	Sell	18,500 -150	-0.8%	-$4.07K	0.06%	185
2021 Q1	$503K	Buy	18,650 +150	+0.8%	+$4.12K	0.06%	177
2020 Q4	$518K	Hold	18,500	–	–	0.07%	143
2020 Q3	$519K	Hold	18,500	–	–	0.08%	128
2020 Q2	$520K	Hold	18,500	–	–	0.09%	128
2020 Q1	$502K	Sell	18,500 -1,500	-8%	-$40.5K	0.1%	121
2019 Q4	$534K	Hold	20,000	–	–	0.14%	110
2019 Q3	$539K	Hold	20,000	–	–	0.14%	114
2019 Q2	$530K	Hold	20,000	–	–	0.14%	108
2019 Q1	$519K	Hold	20,000	–	–	0.15%	107
2018 Q4	$506K	Buy	+20,000	New	+$499K	0.17%	97

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BDO Wealth Advisors's SCHZ Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2023 at 10,000 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #248.

BDO Wealth Advisors first reported a position in SCHZ in Q4 2018 and has held it in 19 quarters since. The position peaked at $539K in Q3 2019. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

BDO Wealth Advisors held 10,000 shares of Schwab US Aggregate Bond ETF worth $231K as of Q2 2023.
BDO Wealth Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2023.
Schwab US Aggregate Bond ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #248 holding.
BDO Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $539K in Q3 2019.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.