Blue Bell Private Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Blue Bell Private 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
2024 Q1	–	Sell	-124	Closed	-$2.89K	–	747
2023 Q4	$2.89K	Hold	124	–	–	﹤0.01%	602
2023 Q3	$2.74K	Hold	124	–	–	﹤0.01%	553
2023 Q2	$2.86K	Hold	124	–	–	﹤0.01%	556
2023 Q1	$2.91K	Buy	+124	New	+$2.88K	﹤0.01%	519
2022 Q2	–	Sell	-2	Closed	–	–	875
2022 Q1	$0	Buy	+2	New	+$52	﹤0.01%	921
2021 Q2	–	Sell	-28	Closed	-$1K	–	189
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	172
2020 Q4	$0	Hold	28	–	–	﹤0.01%	163
2020 Q3	$1K	Buy	+28	New	+$790	﹤0.01%	164
2017 Q3	–	Sell	-696	Closed	-$18K	–	253
2017 Q2	$18K	Buy	+696	New	+$18.2K	0.01%	165

Other funds holding SCHZ

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

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 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

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

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

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

OIA

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

Blue Bell Private Wealth Management's SCHZ Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 124 shares — an estimated $2.89K sold.

Blue Bell Private Wealth Management first reported a position in SCHZ in Q2 2017 and held it in 9 quarters. The position peaked at $18K in Q2 2017. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 124 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $2.89K.
Blue Bell Private Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 9 quarters.
Blue Bell Private Wealth Management's Schwab US Aggregate Bond ETF position peaked at $18K in Q2 2017.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.