FFO
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Fiduciary Family Office’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fiduciary Family Office’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
2025
Q1 		– Sell
-20,900
Closed -$474K – 230
2024
Q4 		$474K Buy
+20,900
New +$483K 0.14% 33

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CST
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Fiduciary Family Office's SCHZ Position: Q1 2025 in Review

Fiduciary Family Office sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 20,900 shares — an estimated $474K sold.

Fiduciary Family Office first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $474K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Fiduciary Family Office reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 20,900 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $474K.
  • Fiduciary Family Office first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Schwab US Aggregate Bond ETF position peaked at $474K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.