Carolinas Wealth Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-238	Closed	-$5.17K	–	1050
2023 Q3	$5.17K	Buy	+238	New	+$5.39K	﹤0.01%	600
2022 Q4	–	Sell	-836	Closed	-$19K	–	1098
2022 Q3	$19K	Buy	836 +6	+0.7%	+$143	﹤0.01%	449
2022 Q2	$20K	Buy	830 +4	+0.5%	+$97	0.01%	450
2022 Q1	$21K	Buy	826 +4	+0.5%	+$104	﹤0.01%	476
2021 Q4	$22K	Buy	822 +4	+0.5%	+$108	﹤0.01%	475
2021 Q3	$22K	Buy	818 +6	+0.7%	+$165	0.01%	460
2021 Q2	$22K	Buy	812 +4	+0.5%	+$109	﹤0.01%	487
2021 Q1	$22K	Buy	808 +2	+0.2%	+$55	0.01%	495
2020 Q4	$23K	Buy	+806	New	+$22.5K	0.01%	461

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

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

Carolinas Wealth Consulting's SCHZ Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 238 shares — an estimated $5.17K sold.

Carolinas Wealth Consulting first reported a position in SCHZ in Q4 2020 and held it in 9 quarters. The position peaked at $23K in Q4 2020. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

Carolinas Wealth Consulting reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 238 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $5.17K.
Carolinas Wealth Consulting first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 9 quarters.
Carolinas Wealth Consulting's Schwab US Aggregate Bond ETF position peaked at $23K in Q4 2020.
590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.