Heritage Wealth Management (Arizona)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$566K	Buy	24,820 +2,354	+10%	+$53.4K	0.31%	71
2024 Q1	$517K	Buy	22,466 +238	+1%	+$5.47K	0.26%	81
2023 Q4	$518K	Buy	+22,228	New	+$497K	0.28%	78
2022 Q4	$454K	Buy	19,876 +11,180	+129%	+$255K	0.06%	229
2022 Q3	$197K	Sell	8,696 -1,706	-16%	-$40.6K	0.06%	228
2022 Q2	$249K	Sell	10,402 -44,142	-81%	-$1.07M	0.08%	192
2022 Q1	$1.38M	Buy	+54,544	New	+$1.42M	0.37%	54
2021 Q3	$3.96M	Sell	146,012 -66,518	-31%	-$1.82M	1.41%	11
2021 Q2	$5.8M	Buy	+212,530	New	+$5.77M	2.2%	8

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHZ Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 10% in Q2 2024, buying an estimated $53.4K and bringing the position to 24,820 shares worth $566K. The position accounts for 0.31% of the portfolio, ranked #71.

Heritage Wealth Management (Arizona) first reported a position in SCHZ in Q2 2021 and has held it in 9 quarters since. The position peaked at $5.8M in Q2 2021. 593 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

Heritage Wealth Management (Arizona) held 24,820 shares of Schwab US Aggregate Bond ETF worth $566K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 2,354 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $53.4K.
Schwab US Aggregate Bond ETF made up 0.31% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #71 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab US Aggregate Bond ETF in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Schwab US Aggregate Bond ETF position peaked at $5.8M in Q2 2021.
593 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.