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Gilbert & Cook’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Gilbert & Cook’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 		– Sell
-8,936
Closed -$206K – 240
2023
Q2 		$206K Buy
+8,936
New +$208K 0.03% 213

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APP
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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 $980M AUM 9.86% 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

Gilbert & Cook's SCHZ Position: Q3 2023 in Review

Gilbert & Cook sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 8,936 shares — an estimated $206K sold.

Gilbert & Cook first reported a position in SCHZ in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Gilbert & Cook reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Gilbert & Cook sold 8,936 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $206K.
  • Gilbert & Cook first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Gilbert & Cook's Schwab US Aggregate Bond ETF position peaked at $206K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Gilbert & Cook's 13F filing for Q3 2023, filed 2 Nov 2023.