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Benjamin Edwards Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-328
Closed -$7K – 1184
2024
Q2 		$7K Hold
328
– – ﹤0.01% 636
2024
Q1 		$8K Hold
328
– – ﹤0.01% 653
2023
Q4 		$8K Hold
328
– – ﹤0.01% 594
2023
Q3 		$7K Hold
328
– – ﹤0.01% 593
2023
Q2 		$8K Hold
328
– – ﹤0.01% 590
2023
Q1 		$8K Hold
328
– – ﹤0.01% 597
2022
Q4 		$7K Sell
328
-264
-45% -$6.01K ﹤0.01% 620
2022
Q3 		$13K Buy
592
+264
+80% +$6.29K ﹤0.01% 542
2022
Q2 		$8K Hold
328
– – ﹤0.01% 603
2022
Q1 		$8K Buy
+328
New +$8.52K ﹤0.01% 623

Other funds holding SCHZ

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $11.8B AUM 21.23% 1-Year Est. Return

Benjamin Edwards Inc's SCHZ Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 328 shares — an estimated $7K sold.

Benjamin Edwards Inc first reported a position in SCHZ in Q1 2022 and held it in 10 quarters. The position peaked at $13K in Q3 2022. 592 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 328 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $7K.
  • Benjamin Edwards Inc first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 10 quarters.
  • Benjamin Edwards Inc's Schwab US Aggregate Bond ETF position peaked at $13K in Q3 2022.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.