Consolidated Portfolio Review Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q1	–	Sell	-13,544	Closed	-$307K	–	398
2024 Q4	$307K	Buy	13,544 +46	+0.3%	+$1.06K	0.05%	293
2024 Q3	$321K	Sell	13,498 -2,600	-16%	-$60.9K	0.07%	238
2024 Q2	$367K	Sell	16,098 -166	-1%	-$3.76K	0.09%	202
2024 Q1	$374K	Buy	16,264 +6	+0%	+$138	0.1%	182
2023 Q4	$379K	Sell	16,258 -442	-3%	-$9.89K	0.09%	206
2023 Q3	$369K	Buy	16,700 +726	+5%	+$16.5K	0.09%	210
2023 Q2	$369K	Buy	15,974 +4,224	+36%	+$98.3K	0.09%	207
2023 Q1	$276K	Buy	+11,750	New	+$273K	0.07%	219

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIM

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Portfolio Review Corp's SCHZ Position: Q1 2025 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 13,544 shares — an estimated $307K sold.

Consolidated Portfolio Review Corp first reported a position in SCHZ in Q1 2023 and held it in 8 quarters. The position peaked at $379K in Q4 2023. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

Consolidated Portfolio Review Corp reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 13,544 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $307K.
Consolidated Portfolio Review Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's Schwab US Aggregate Bond ETF position peaked at $379K in Q4 2023.
642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2025, filed 23 Apr 2025.