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Fort Vancouver Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Fort Vancouver Investment 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 		– Sell
-808
Closed -$18.3K – 56
2024
Q4 		$18.3K Sell
808
-54
-6% -$1.25K 0.02% 36
2024
Q3 		$20.5K Hold
862
– – 0.02% 37
2024
Q2 		$19.6K Buy
+862
New +$19.5K 0.02% 38

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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 $424B AUM 22.94% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Fort Vancouver Investment Management's SCHZ Position: Q1 2025 in Review

Fort Vancouver Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 808 shares — an estimated $18.3K sold.

Fort Vancouver Investment Management first reported a position in SCHZ in Q2 2024 and held it in 3 quarters. The position peaked at $20.5K in Q3 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Fort Vancouver Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fort Vancouver Investment Management sold 808 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $18.3K.
  • Fort Vancouver Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Fort Vancouver Investment Management's Schwab US Aggregate Bond ETF position peaked at $20.5K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Fort Vancouver Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.