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Financial Gravity Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial Gravity Asset Management’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 		$8.71K Buy
+376
New +$8.61K ﹤0.01% 632
2020
Q2 		– Sell
-1,938
Closed -$53 – 727
2020
Q1 		$53 Hold
1,938
– – ﹤0.01% 955
2019
Q4 		$52K Hold
1,938
– – 0.04% 624
2019
Q3 		$52K Buy
+1,938
New +$51.8K 0.04% 284

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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Gravity Asset Management's SCHZ Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025: 376 shares worth $8.71K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SCHZ as recently as Q1 2020.

Financial Gravity Asset Management first reported a position in SCHZ in Q3 2019 and has held it in 4 quarters since. The position peaked at $52K in Q4 2019. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Financial Gravity Asset Management held 376 shares of Schwab US Aggregate Bond ETF worth $8.71K as of Q1 2025.
  • Schwab US Aggregate Bond ETF was a new Financial Gravity Asset Management position in Q1 2025.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #632 holding.
  • Financial Gravity Asset Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Schwab US Aggregate Bond ETF position peaked at $52K in Q4 2019.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.