IBOK
SCHZ icon

Independence Bank of Kentucky’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independence Bank of Kentucky’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
-98
Closed -$2.26K – 510
2023
Q2 		$2.26K Buy
+98
New +$2.28K ﹤0.01% 481

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 $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independence Bank of Kentucky's SCHZ Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 98 shares — an estimated $2.26K sold.

Independence Bank of Kentucky first reported a position in SCHZ in Q2 2023 and held it in 1 quarter. The position peaked at $2.26K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Independence Bank of Kentucky reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 98 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $2.26K.
  • Independence Bank of Kentucky first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's Schwab US Aggregate Bond ETF position peaked at $2.26K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.