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

First Horizon 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	-8,374	Closed	-$195K	–	2382
2023 Q4	$195K	Buy	+8,374	New	+$187K	0.01%	486
2021 Q4	–	Sell	-2,904	Closed	-$79K	–	2417
2021 Q3	$79K	Hold	2,904	–	–	﹤0.01%	746
2021 Q2	$79K	Hold	2,904	–	–	﹤0.01%	623
2021 Q1	$78K	Hold	2,904	–	–	﹤0.01%	580
2020 Q4	$81K	Hold	2,904	–	–	0.01%	475
2020 Q3	$81K	Hold	2,904	–	–	0.01%	438
2020 Q2	$82K	Hold	2,904	–	–	0.01%	424
2020 Q1	$79K	Hold	2,904	–	–	0.01%	399
2019 Q4	$78K	Hold	2,904	–	–	0.01%	472
2019 Q3	$78K	Hold	2,904	–	–	0.01%	460
2019 Q2	$77K	Hold	2,904	–	–	0.01%	480
2019 Q1	$75K	Sell	2,904 -5,700	-66%	-$145K	0.01%	449
2018 Q4	$218K	Sell	8,604 -4	-0%	-$100	0.02%	309
2018 Q3	$216K	Buy	8,608 +5,910	+219%	+$149K	0.02%	363
2018 Q2	$68K	Buy	+2,698	New	+$68.2K	0.01%	518

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 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

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

First Horizon Advisors's SCHZ Position: Q1 2024 in Review

First Horizon Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 8,374 shares — an estimated $195K sold.

First Horizon Advisors first reported a position in SCHZ in Q2 2018 and held it in 15 quarters. The position peaked at $218K in Q4 2018. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

First Horizon Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
First Horizon Advisors sold 8,374 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $195K.
First Horizon Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 15 quarters.
First Horizon Advisors's Schwab US Aggregate Bond ETF position peaked at $218K in Q4 2018.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.