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Cladis Investment Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cladis Investment Advisory’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
Q3 		– Sell
-9,552
Closed -$220K – 138
2023
Q2 		$220K Buy
+9,552
New +$222K 0.19% 118

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cladis Investment Advisory's SCHZ Position: Q3 2023 in Review

Cladis Investment Advisory sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 9,552 shares — an estimated $220K sold.

Cladis Investment Advisory first reported a position in SCHZ in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Cladis Investment Advisory reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cladis Investment Advisory sold 9,552 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $220K.
  • Cladis Investment Advisory first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Cladis Investment Advisory's Schwab US Aggregate Bond ETF position peaked at $220K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Cladis Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.