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Colton Groome Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Colton Groome Financial Advisors’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
Q1 		– Sell
-12,326
Closed -$281K – 136
2022
Q4 		$281K Buy
+12,326
New +$281K 0.14% 104
2022
Q2 		– Sell
-16,660
Closed -$421K – 117
2022
Q1 		$421K Sell
16,660
-1,964
-11% -$51K 0.19% 64
2021
Q4 		$502K Sell
18,624
-260
-1% -$7.03K 0.2% 76
2021
Q3 		$512K Buy
18,884
+74
+0.4% +$2.03K 0.22% 66
2021
Q2 		$514K Buy
18,810
+1,496
+9% +$40.6K 0.24% 66
2021
Q1 		$467K Sell
17,314
-3,492
-17% -$95.9K 0.26% 39
2020
Q4 		$583K Sell
20,806
-520
-2% -$14.5K 0.38% 40
2020
Q3 		$598K Buy
21,326
+2,894
+16% +$81.6K 0.42% 34
2020
Q2 		$518K Buy
18,432
+10,052
+120% +$280K 0.38% 38
2020
Q1 		$227K Sell
8,380
-18,022
-68% -$487K 0.19% 56
2019
Q4 		$705K Buy
26,402
+568
+2% +$15.2K 0.51% 38
2019
Q3 		$688K Sell
25,834
-450
-2% -$12K 0.51% 38
2019
Q2 		$697K Buy
+26,284
New +$684K 0.56% 28

Other funds holding SCHZ

Charles Schwab
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $871B AUM 31.28% 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

Colton Groome Financial Advisors's SCHZ Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 12,326 shares — an estimated $281K sold.

Colton Groome Financial Advisors first reported a position in SCHZ in Q2 2019 and held it in 13 quarters. The position peaked at $705K in Q4 2019. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Colton Groome Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 12,326 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $281K.
  • Colton Groome Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 13 quarters.
  • Colton Groome Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $705K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.