InterOcean Capital Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

InterOcean Capital Group’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 Q1	–	Sell	-8,614	Closed	-$201K	–	506
2023 Q4	$201K	Sell	8,614 -1,190	-12%	-$26.6K	0.01%	443
2023 Q3	$217K	Buy	9,804 +1,012	+12%	+$22.9K	0.01%	402
2023 Q2	$203K	Hold	8,792	–	–	0.01%	421
2023 Q1	$206K	Sell	8,792 -920	-9%	-$21.4K	0.01%	384
2022 Q4	$222K	Hold	9,712	–	–	0.01%	365
2022 Q3	$220K	Sell	9,712 -590	-6%	-$14K	0.01%	360
2022 Q2	$247K	Buy	+10,302	New	+$249K	0.01%	357
2021 Q4	–	Sell	-13,226	Closed	-$359K	–	283
2021 Q3	$359K	Buy	+13,226	New	+$363K	0.02%	188

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OIA

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

InterOcean Capital Group's SCHZ Position: Q1 2024 in Review

InterOcean Capital Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 8,614 shares — an estimated $201K sold.

InterOcean Capital Group first reported a position in SCHZ in Q3 2021 and held it in 8 quarters. The position peaked at $359K in Q3 2021. 571 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

InterOcean Capital Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
InterOcean Capital Group sold 8,614 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $201K.
InterOcean Capital Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2021 and held it in 8 quarters.
InterOcean Capital Group's Schwab US Aggregate Bond ETF position peaked at $359K in Q3 2021.
571 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.