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

Connectus Wealth’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	-93,338	Closed	-$20.6K	–	536
2023 Q3	$20.6K	Buy	93,338 +3,250	+4%	+$73.7K	﹤0.01%	477
2023 Q2	$20.8K	Buy	90,088 +16,304	+22%	+$379K	﹤0.01%	441
2023 Q1	$17.3K	Sell	73,784 -1,134	-2%	-$26.4K	﹤0.01%	429
2022 Q4	$17.1M	Sell	74,918 -918	-1%	-$20.9K	0.4%	72
2022 Q3	$17.2M	Sell	75,836 -698,362	-90%	-$16.6M	0.36%	83
2022 Q2	$18.5M	Sell	774,198 -23,796	-3%	-$576K	0.42%	72
2022 Q1	$20.2M	Buy	+797,994	New	+$20.7M	0.64%	49
2021 Q4	–	Sell	-789,924	Closed	-$21.4M	–	335
2021 Q3	$21.4M	Buy	789,924 +3,328	+0.4%	+$91.2K	2.4%	19
2021 Q2	$21.5M	Buy	786,596 +43,706	+6%	+$1.19M	2.41%	20
2021 Q1	$20M	Buy	+742,890	New	+$20.4M	2.4%	17

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Connectus Wealth's SCHZ Position: Q4 2023 in Review

Connectus Wealth sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 93,338 shares — an estimated $20.6K sold.

Connectus Wealth first reported a position in SCHZ in Q1 2021 and held it in 10 quarters. The position peaked at $21.5M in Q2 2021. 591 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

Connectus Wealth reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 93,338 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $20.6K.
Connectus Wealth first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 10 quarters.
Connectus Wealth's Schwab US Aggregate Bond ETF position peaked at $21.5M in Q2 2021.
591 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.