First Capital Advisors Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

First Capital Advisors Group’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 Q2	$282K	Sell	12,204 -740	-6%	-$17.2K	0.15%	112
2023 Q1	$304K	Sell	12,944 -998	-7%	-$23.2K	0.2%	106
2022 Q4	$318K	Sell	13,942 -2,634	-16%	-$60K	0.22%	107
2022 Q3	$376K	Sell	16,576 -378	-2%	-$9K	0.31%	88
2022 Q2	$406K	Buy	+16,954	New	+$410K	0.28%	91
2018 Q3	–	Sell	-25,046	Closed	-$634K	–	178
2018 Q2	$634K	Sell	25,046 -50,084	-67%	-$1.27M	0.42%	52
2018 Q1	$1.92M	Buy	75,130 +11,972	+19%	+$306K	1.11%	23
2017 Q4	$1.64M	Buy	63,158 +19,894	+46%	+$519K	1.04%	28
2017 Q3	$1.13M	Buy	43,264 +17,844	+70%	+$468K	0.78%	36
2017 Q2	$664K	Buy	25,420 +7,672	+43%	+$200K	0.45%	69
2017 Q1	$460K	Buy	+17,748	New	+$458K	0.34%	94

Other funds holding SCHZ

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Capital Advisors Group's SCHZ Position: Q2 2023 in Review

First Capital Advisors Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.7% in Q2 2023, selling an estimated $17.2K and leaving 12,204 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #112.

First Capital Advisors Group first reported a position in SCHZ in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.92M in Q1 2018. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

First Capital Advisors Group held 12,204 shares of Schwab US Aggregate Bond ETF worth $282K as of Q2 2023.
First Capital Advisors Group sold 740 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $17.2K.
Schwab US Aggregate Bond ETF made up 0.15% of First Capital Advisors Group's portfolio in Q2 2023, its #112 holding.
First Capital Advisors Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 11 quarters since.
First Capital Advisors Group's Schwab US Aggregate Bond ETF position peaked at $1.92M in Q1 2018.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.