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Freedom Wealth Alliance’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Freedom Wealth Alliance’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
Q3 		$621K Sell
28,072
-2,172
-7% -$49.2K 1.02% 15
2023
Q2 		$700K Buy
30,244
+1,804
+6% +$42K 0.98% 16
2023
Q1 		$667K Buy
28,440
+5,082
+22% +$118K 1% 19
2022
Q4 		$533K Buy
+23,358
New +$532K 0.75% 22

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Wealth Alliance's SCHZ Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.2% in Q3 2023, selling an estimated $49.2K and leaving 28,072 shares worth $621K. The position accounts for 1.02% of the portfolio, ranked #15.

Freedom Wealth Alliance first reported a position in SCHZ in Q4 2022 and has held it in 4 quarters since. The position peaked at $700K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Freedom Wealth Alliance held 28,072 shares of Schwab US Aggregate Bond ETF worth $621K as of Q3 2023.
  • Freedom Wealth Alliance sold 2,172 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $49.2K.
  • Schwab US Aggregate Bond ETF made up 1.02% of Freedom Wealth Alliance's portfolio in Q3 2023, its #15 holding.
  • Freedom Wealth Alliance first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Schwab US Aggregate Bond ETF position peaked at $700K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.