Carlsbad Wealth Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carlsbad Wealth Advisory 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
2023 Q2	$3.97M	Buy	+171,802	New	+$4M	2.56%	12

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

OIA

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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

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

Carlsbad Wealth Advisory Group's SCHZ Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023: 171,802 shares worth $3.97M. The stake represents 2.56% of the portfolio and ranks #12 among its holdings.

542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Carlsbad Wealth Advisory Group held 171,802 shares of Schwab US Aggregate Bond ETF worth $3.97M as of Q2 2023.
Schwab US Aggregate Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US Aggregate Bond ETF made up 2.56% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #12 holding.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.