Boulder Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Boulder Wealth Advisors’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	$6K	Buy	+280	New	+$6.37K	0.01%	90

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

Boulder Wealth Advisors's SCHZ Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022: 280 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #90 among its holdings.

538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

Boulder Wealth Advisors held 280 shares of Schwab US Aggregate Bond ETF worth $6K as of Q4 2022.
Schwab US Aggregate Bond ETF was a new Boulder Wealth Advisors position in Q4 2022.
Schwab US Aggregate Bond ETF made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #90 holding.
538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.