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Financial Synergies Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Financial Synergies Wealth Advisors’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
Q1 		– Sell
-78
Closed -$1.79K – 507
2023
Q4 		$1.78K Buy
+78
New +$1.75K ﹤0.01% 252
2023
Q3 		– Hold
0
– – – 500
2023
Q2 		– Sell
-78
Closed -$1.81K – 495
2023
Q1 		$1.84K Hold
78
– – ﹤0.01% 302
2022
Q4 		$1.78K Hold
78
– – ﹤0.01% 252
2022
Q3 		$1.75K Sell
78
-144
-65% -$3.43K ﹤0.01% 232
2022
Q2 		$5.29K Buy
+222
New +$5.37K ﹤0.01% 190
2021
Q4 		– Sell
-9,170
Closed -$249K – 71
2021
Q3 		$249K Buy
9,170
+36
+0.4% +$987 0.03% 59
2021
Q2 		$249K Buy
9,134
+38
+0.4% +$1.03K 0.03% 56
2021
Q1 		$245K Buy
9,096
+354
+4% +$9.72K 0.04% 52
2020
Q4 		$245K Sell
8,742
-13,742
-61% -$384K 0.04% 50
2020
Q3 		$630K Sell
22,484
-21,486
-49% -$606K 0.16% 41
2020
Q2 		$1.24M Sell
43,970
-186
-0.4% -$5.17K 0.42% 27
2020
Q1 		$1.2M Sell
44,156
-5,942
-12% -$160K 0.68% 16
2019
Q4 		$1.34M Buy
50,098
+608
+1% +$16.3K 0.6% 17
2019
Q3 		$1.33M Buy
49,490
+820
+2% +$21.9K 0.65% 17
2019
Q2 		$1.29M Buy
48,670
+8,746
+22% +$227K 0.65% 17
2019
Q1 		$1.04M Buy
+39,924
New +$1.02M 0.55% 18

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHZ Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 78 shares — an estimated $1.79K sold.

Financial Synergies Wealth Advisors first reported a position in SCHZ in Q1 2019 and held it in 16 quarters. The position peaked at $1.34M in Q4 2019. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 78 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $1.79K.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and held it in 16 quarters.
  • Financial Synergies Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.34M in Q4 2019.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.