EWG Elevate’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-2,312	Closed	-$52.8K	–	638
2022 Q4	$52.8K	Buy	+2,312	New	+$52.6K	0.03%	171
2021 Q4	–	Sell	-85,332	Closed	-$2.32M	–	102
2021 Q3	$2.32M	Buy	+85,332	New	+$2.34M	0.96%	28
2021 Q2	–	Sell	-106,342	Closed	-$2.87M	–	92
2021 Q1	$2.87M	Buy	106,342 +1,572	+2%	+$43.2K	1.27%	26
2020 Q4	$2.94M	Sell	104,770 -81,510	-44%	-$2.28M	1.35%	30
2020 Q3	$5.22M	Buy	186,280 +60,954	+49%	+$1.72M	3.04%	13
2020 Q2	$3.52M	Buy	125,326 +111,922	+835%	+$3.11M	2.38%	20
2020 Q1	$364K	Sell	13,404 -54,176	-80%	-$1.46M	0.28%	47
2019 Q4	$1.8M	Buy	+67,580	New	+$1.81M	0.98%	29

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EWG Elevate's SCHZ Position: Q1 2023 in Review

EWG Elevate sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 2,312 shares — an estimated $52.8K sold.

EWG Elevate first reported a position in SCHZ in Q4 2019 and held it in 8 quarters. The position peaked at $5.22M in Q3 2020. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

EWG Elevate reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 2,312 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $52.8K.
EWG Elevate first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
EWG Elevate's Schwab US Aggregate Bond ETF position peaked at $5.22M in Q3 2020.
540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.