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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 -$2.31M – 102
2021
Q3 		$2.31M 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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. 538 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.
  • 538 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.