BBA
SCHZ icon

Braun-Bostich & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Braun-Bostich & Associates’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
-10,130
Closed -$231K – 121
2024
Q2 		$231K Buy
+10,130
New +$230K 0.17% 96

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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 $1.11B AUM 13.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $10.2B AUM 16.58% 1-Year Est. Return

Braun-Bostich & Associates's SCHZ Position: Q3 2024 in Review

Braun-Bostich & Associates sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 10,130 shares — an estimated $231K sold.

Braun-Bostich & Associates first reported a position in SCHZ in Q2 2024 and held it in 1 quarter. The position peaked at $231K in Q2 2024. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Braun-Bostich & Associates reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 10,130 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $231K.
  • Braun-Bostich & Associates first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Braun-Bostich & Associates's Schwab US Aggregate Bond ETF position peaked at $231K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Braun-Bostich & Associates's 13F filing for Q3 2024, filed 15 Oct 2024.