Israel Englander’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Israel Englander’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	–	Sell	-38,398	Closed	-$883K	–	6459
2024 Q1	$883K	Buy	+38,398	New	+$883K	﹤0.01%	4409
2022 Q2	–	Sell	-145,770	Closed	-$3.69M	–	7431
2022 Q1	$3.69M	Buy	+145,770	New	+$3.79M	﹤0.01%	3268
2021 Q2	–	Sell	-18,880	Closed	-$509K	–	7040
2021 Q1	$509K	Buy	+18,880	New	+$518K	﹤0.01%	4813
2019 Q1	–	Sell	-8,388	Closed	-$212K	–	4289
2018 Q4	$212K	Buy	+8,388	New	+$209K	﹤0.01%	3375
2018 Q1	–	Sell	-36,286	Closed	-$944K	–	4031
2017 Q4	$944K	Buy	36,286 +21,554	+146%	+$562K	﹤0.01%	2731
2017 Q3	$386K	Buy	14,732 +5,664	+62%	+$148K	﹤0.01%	2962
2017 Q2	$237K	Buy	+9,068	New	+$237K	﹤0.01%	3131

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

Israel Englander's SCHZ Position: Q2 2024 in Review

Israel Englander sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 38,398 shares — an estimated $883K sold.

Israel Englander first reported a position in SCHZ in Q2 2017 and held it in 7 quarters. The position peaked at $3.69M in Q1 2022. 593 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

Israel Englander reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Israel Englander sold 38,398 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $883K.
Israel Englander first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 7 quarters.
Israel Englander's Schwab US Aggregate Bond ETF position peaked at $3.69M in Q1 2022.
593 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.