Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DZ Bank’s
Schwab US Aggregate Bond ETF
SCHZ
Stock Holding History
DZ Bank’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
Q3
–
Sell
-13,868
Closed
-$316K
–
1052
2024
Q2
$316K
Hold
13,868
–
–
﹤0.01%
807
2024
Q1
$319K
Buy
13,868
+1,166
+9%
+$26.8K
﹤0.01%
812
2023
Q4
$296K
Buy
12,702
+10,772
+558%
+$241K
﹤0.01%
790
2023
Q3
$42.7K
Sell
1,930
-1,768
-48%
-$40.1K
﹤0.01%
948
2023
Q2
$85.3K
Buy
3,698
+2,354
+175%
+$54.8K
﹤0.01%
914
2023
Q1
$31.5K
Hold
1,344
–
–
﹤0.01%
985
2022
Q4
$30.7K
Buy
+1,344
New
+$30.6K
﹤0.01%
984
Other funds holding SCHZ
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
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
RIM
Rockbridge Investment Management
Syracuse, New York
$1.11B AUM
13.62%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
TWP
Total Wealth Planning
Cincinnati, Ohio
$46.7M AUM
13.43%
1-Year Est. Return
OIA
OneDigital Investment Advisors
Overland Park, Kansas
$10.2B AUM
16.58%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close