Elwood & Goetz Wealth Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Elwood & Goetz Wealth Advisory 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 Q1	–	Sell	-45,862	Closed	-$1.07M	–	90
2023 Q4	$1.07M	Buy	45,862 +312	+0.7%	+$6.98K	0.23%	35
2023 Q3	$1.01M	Sell	45,550 -60,150	-57%	-$1.36M	0.23%	37
2023 Q2	$2.44M	Sell	105,700 -11,858	-10%	-$276K	0.56%	24
2023 Q1	$2.76M	Buy	+117,558	New	+$2.74M	0.66%	22

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

APP

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RIM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SCHZ Position: Q1 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 45,862 shares — an estimated $1.07M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHZ in Q1 2023 and held it in 4 quarters. The position peaked at $2.76M in Q1 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 45,862 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $1.07M.
Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
Elwood & Goetz Wealth Advisory Group's Schwab US Aggregate Bond ETF position peaked at $2.76M in Q1 2023.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2024, filed 23 Apr 2024.