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Bleakley Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-27,396
Closed -$622K – 901
2024
Q4 		$622K Buy
+27,396
New +$633K 0.02% 558

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RIM
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APP
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CST
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Bleakley Financial Group's SCHZ Position: Q1 2025 in Review

Bleakley Financial Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 27,396 shares — an estimated $622K sold.

Bleakley Financial Group first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $622K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Bleakley Financial Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 27,396 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $622K.
  • Bleakley Financial Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Schwab US Aggregate Bond ETF position peaked at $622K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.