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EdgeRock Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

EdgeRock Capital’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
2022
Q4 		– Sell
-102
Closed -$2K – 330
2022
Q3 		$2K Buy
+102
New +$2.43K ﹤0.01% 317

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DWM
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

EdgeRock Capital's SCHZ Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 102 shares — an estimated $2K sold.

EdgeRock Capital first reported a position in SCHZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • EdgeRock Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 102 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $2K.
  • EdgeRock Capital first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Schwab US Aggregate Bond ETF position peaked at $2K in Q3 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.