CAWM
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Capital A Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital A 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
2025
Q1 		– Sell
-181
Closed -$4.11K – 880
2024
Q4 		$4.11K Buy
+181
New +$4.18K 0.01% 403

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RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital A Wealth Management's SCHZ Position: Q1 2025 in Review

Capital A Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 181 shares — an estimated $4.11K sold.

Capital A Wealth Management first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $4.11K in Q4 2024. 647 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Capital A Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 181 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $4.11K.
  • Capital A Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Schwab US Aggregate Bond ETF position peaked at $4.11K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.