EFN
SCHZ icon

Equita Financial Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Equita Financial Network’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
-12,802
Closed -$292K – 86
2024
Q2 		$292K Sell
12,802
-4,766
-27% -$108K 0.12% 64
2024
Q1 		$404K Buy
17,568
+6
+0% +$138 0.18% 54
2023
Q4 		$409K Sell
17,562
-8
-0% -$179 0.22% 50
2023
Q3 		$389K Buy
+17,570
New +$398K 0.24% 45

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Equita Financial Network's SCHZ Position: Q3 2024 in Review

Equita Financial Network sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 12,802 shares — an estimated $292K sold.

Equita Financial Network first reported a position in SCHZ in Q3 2023 and held it in 4 quarters. The position peaked at $409K in Q4 2023. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Equita Financial Network reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Equita Financial Network sold 12,802 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $292K.
  • Equita Financial Network first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Equita Financial Network's Schwab US Aggregate Bond ETF position peaked at $409K in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Equita Financial Network's 13F filing for Q3 2024, filed 7 Nov 2024.