BHWM
SCHZ icon

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

Beaird Harris 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
Q4 		– Sell
-1,144
Closed -$25.3K – 618
2023
Q3 		$25.3K Buy
+1,144
New +$25.9K ﹤0.01% 224

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Beaird Harris Wealth Management's SCHZ Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 1,144 shares — an estimated $25.3K sold.

Beaird Harris Wealth Management first reported a position in SCHZ in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Beaird Harris Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,144 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $25.3K.
  • Beaird Harris Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Schwab US Aggregate Bond ETF position peaked at $25.3K in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.