Glassman Wealth Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Glassman Wealth Services’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 Q3	–	Sell	-2,500	Closed	-$57K	–	192
2024 Q2	$57K	Buy	+2,500	New	+$56.7K	0.01%	107
2022 Q1	–	Sell	-6,008	Closed	-$162K	–	1912
2021 Q4	$162K	Buy	6,008 +5,950	+10,259%	+$161K	0.03%	179
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	1216
2021 Q2	$2K	Hold	58	–	–	﹤0.01%	1178
2021 Q1	$2K	Buy	+58	New	+$1.59K	﹤0.01%	1132
2020 Q2	–	Sell	-5,790	Closed	-$157K	–	1494
2020 Q1	$157K	Hold	5,790	–	–	0.06%	117
2019 Q4	$155K	Hold	5,790	–	–	0.06%	139
2019 Q3	$156K	Sell	5,790 -224	-4%	-$5.99K	0.06%	125
2019 Q2	$159K	Buy	+6,014	New	+$156K	0.06%	122

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Glassman Wealth Services's SCHZ Position: Q3 2024 in Review

Glassman Wealth Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 2,500 shares — an estimated $57K sold.

Glassman Wealth Services first reported a position in SCHZ in Q2 2019 and held it in 9 quarters. The position peaked at $162K in Q4 2021. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

Glassman Wealth Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Glassman Wealth Services sold 2,500 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $57K.
Glassman Wealth Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2019 and held it in 9 quarters.
Glassman Wealth Services's Schwab US Aggregate Bond ETF position peaked at $162K in Q4 2021.
589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.