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Custom Portfolio Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Custom Portfolio Group’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
Q2 		$50.1K Hold
2,262
– – 0.04% 106
2024
Q1 		$50.6K Hold
2,262
– – 0.04% 104
2023
Q4 		$51.3K Buy
+2,262
New +$50.6K 0.05% 98

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
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Custom Portfolio Group's SCHZ Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2024 at 2,262 shares worth $50.1K. The position accounts for 0.04% of the portfolio, ranked #106.

Custom Portfolio Group first reported a position in SCHZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $51.3K in Q4 2023. 593 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Custom Portfolio Group held 2,262 shares of Schwab US Aggregate Bond ETF worth $50.1K as of Q2 2024.
  • Custom Portfolio Group left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2024.
  • Schwab US Aggregate Bond ETF made up 0.04% of Custom Portfolio Group's portfolio in Q2 2024, its #106 holding.
  • Custom Portfolio Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab US Aggregate Bond ETF position peaked at $51.3K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.