Benedetti & Gucer’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Benedetti & Gucer’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 Q3	–	Sell	-33,644	Closed	-$776K	–	150
2023 Q2	$776K	Buy	33,644 +640	+2%	+$14.9K	0.4%	50
2023 Q1	$774K	Buy	33,004 +8,976	+37%	+$209K	0.44%	41
2022 Q4	$548K	Sell	24,028 -344	-1%	-$7.83K	0.4%	50
2022 Q3	$552K	Sell	24,372 -143,316	-85%	-$3.41M	0.43%	43
2022 Q2	$4.02M	Buy	167,688 +138,456	+474%	+$3.35M	2.72%	5
2022 Q1	$739K	Buy	29,232 +12,538	+75%	+$326K	0.49%	37
2021 Q4	$449K	Buy	+16,694	New	+$451K	0.3%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RIM

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

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

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

Benedetti & Gucer's SCHZ Position: Q3 2023 in Review

Benedetti & Gucer sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 33,644 shares — an estimated $776K sold.

Benedetti & Gucer first reported a position in SCHZ in Q4 2021 and held it in 7 quarters. The position peaked at $4.02M in Q2 2022. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

Benedetti & Gucer reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 33,644 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $776K.
Benedetti & Gucer first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 7 quarters.
Benedetti & Gucer's Schwab US Aggregate Bond ETF position peaked at $4.02M in Q2 2022.
537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.