Benjamin F. Edwards & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Benjamin F. Edwards & Company’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
2022 Q4	–	Sell	-174	Closed	-$4K	–	1901
2022 Q3	$4K	Buy	+174	New	+$4.14K	﹤0.01%	1611
2020 Q4	–	Sell	-40	Closed	-$1K	–	1725
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	1640
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	1638
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	1669
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	1829
2019 Q3	$1K	Sell	40 -702	-95%	-$18.8K	﹤0.01%	1802
2019 Q2	$20K	Buy	742 +40	+6%	+$1.04K	﹤0.01%	1201
2019 Q1	$18K	Hold	702	–	–	﹤0.01%	1165
2018 Q4	$18K	Buy	+702	New	+$17.5K	﹤0.01%	1125

Other funds holding SCHZ

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

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

OIA

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

APP

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHZ Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 174 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in SCHZ in Q4 2018 and held it in 9 quarters. The position peaked at $20K in Q2 2019. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

Benjamin F. Edwards & Company reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 174 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $4K.
Benjamin F. Edwards & Company first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 9 quarters.
Benjamin F. Edwards & Company's Schwab US Aggregate Bond ETF position peaked at $20K in Q2 2019.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.