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Cetera Advisor Networks’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cetera Advisor Networks’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
Q1 		$2.02M Buy
87,738
+2,188
+3% +$50.3K 0.01% 1023
2023
Q4 		$1.99M Buy
85,550
+22,202
+35% +$497K 0.01% 959
2023
Q3 		$1.4M Buy
63,348
+5,216
+9% +$118K 0.01% 1074
2023
Q2 		$1.34M Buy
58,132
+29,072
+100% +$676K 0.01% 1075
2023
Q1 		$682K Buy
29,060
+4,708
+19% +$110K 0.01% 1480
2022
Q4 		$556K Buy
24,352
+1,642
+7% +$37.4K ﹤0.01% 1564
2022
Q3 		$514K Buy
22,710
+804
+4% +$19.1K 0.01% 1265
2022
Q2 		$524K Sell
21,906
-60,756
-73% -$1.47M 0.01% 1232
2022
Q1 		$2.09M Sell
82,662
-12,912
-14% -$335K 0.03% 599
2021
Q4 		$2.58M Buy
95,574
+28,816
+43% +$779K 0.03% 511
2021
Q3 		$1.81M Sell
66,758
-3,664
-5% -$100K 0.02% 588
2021
Q2 		$1.92M Buy
70,422
+42,654
+154% +$1.16M 0.03% 554
2021
Q1 		$749K Buy
+27,768
New +$762K 0.02% 692
2020
Q4 		– Sell
-10,884
Closed -$305K – 1387
2020
Q3 		$305K Buy
10,884
+608
+6% +$17.1K 0.01% 925
2020
Q2 		$289K Buy
10,276
+1,166
+13% +$32.4K 0.01% 926
2020
Q1 		$247K Buy
+9,110
New +$246K 0.01% 886

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Advisor Networks's SCHZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q1 2024, buying an estimated $50.3K and bringing the position to 87,738 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1023.

Cetera Advisor Networks first reported a position in SCHZ in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.58M in Q4 2021. 571 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Cetera Advisor Networks held 87,738 shares of Schwab US Aggregate Bond ETF worth $2.02M as of Q1 2024.
  • Cetera Advisor Networks bought 2,188 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $50.3K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1023 holding.
  • Cetera Advisor Networks first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 16 quarters since.
  • Cetera Advisor Networks's Schwab US Aggregate Bond ETF position peaked at $2.58M in Q4 2021.
  • 571 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.