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Fort Pitt Capital Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fort Pitt Capital 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
2024
Q1 		– Sell
-586,064
Closed -$13.7M – 131
2023
Q4 		$13.7M Buy
586,064
+576,840
+6,254% +$12.9M 0.45% 46
2023
Q3 		$204K Buy
+9,224
New +$209K 0.01% 122
2023
Q1 		– Sell
-130,166
Closed -$2.97M – 139
2022
Q4 		$2.97M Sell
130,166
-49,334
-27% -$1.12M 0.12% 57
2022
Q3 		$4.07M Buy
+179,500
New +$4.27M 0.19% 51
2022
Q1 		– Sell
-29,946
Closed -$807K – 149
2021
Q4 		$807K Buy
29,946
+10,640
+55% +$288K 0.03% 91
2021
Q3 		$524K Sell
19,306
-1,238
-6% -$33.9K 0.02% 98
2021
Q2 		$561K Buy
20,544
+3,196
+18% +$86.7K 0.02% 115
2021
Q1 		$468K Sell
17,348
-20,258
-54% -$556K 0.02% 97
2020
Q4 		$1.05M Buy
37,606
+10,950
+41% +$306K 0.05% 81
2020
Q3 		$747K Sell
26,656
-18,834
-41% -$531K 0.04% 87
2020
Q2 		$1.28M Sell
45,490
-11,770
-21% -$327K 0.08% 89
2020
Q1 		$1.55M Sell
57,260
-37,242
-39% -$1.01M 0.11% 82
2019
Q4 		$2.52M Buy
94,502
+79,840
+545% +$2.14M 0.14% 68
2019
Q3 		$395K Buy
+14,662
New +$392K 0.02% 110
2019
Q1 		– Sell
-15,278
Closed -$386K – 156
2018
Q4 		$386K Buy
+15,278
New +$382K 0.03% 116
2018
Q1 		– Sell
-10,828
Closed -$282K – 141
2017
Q4 		$282K Buy
+10,828
New +$282K 0.02% 107

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.15T AUM 47.82% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Fort Pitt Capital Group's SCHZ Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 586,064 shares — an estimated $13.7M sold.

Fort Pitt Capital Group first reported a position in SCHZ in Q4 2017 and held it in 16 quarters. The position peaked at $13.7M in Q4 2023. 572 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Fort Pitt Capital Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Fort Pitt Capital Group sold 586,064 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $13.7M.
  • Fort Pitt Capital Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 16 quarters.
  • Fort Pitt Capital Group's Schwab US Aggregate Bond ETF position peaked at $13.7M in Q4 2023.
  • 572 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.