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Godsey & Gibb Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Godsey & Gibb Inc’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
Q4 		– Sell
-1,522
Closed -$36.2K – 428
2024
Q3 		$36.2K Buy
+1,522
New +$35.6K ﹤0.01% 208
2024
Q1 		– Sell
-480
Closed -$11.2K – 415
2023
Q4 		$11.2K Buy
+480
New +$10.7K ﹤0.01% 262
2023
Q1 		– Sell
-11,822
Closed -$270K – 393
2022
Q4 		$270K Buy
+11,822
New +$269K 0.05% 61

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Godsey & Gibb Inc's SCHZ Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 1,522 shares — an estimated $36.2K sold.

Godsey & Gibb Inc first reported a position in SCHZ in Q4 2022 and held it in 3 quarters. The position peaked at $270K in Q4 2022. 637 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Godsey & Gibb Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 1,522 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $36.2K.
  • Godsey & Gibb Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Godsey & Gibb Inc's Schwab US Aggregate Bond ETF position peaked at $270K in Q4 2022.
  • 637 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.