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Jaffetilchin Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Jaffetilchin Investment Partners’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
-4,100
Closed -$97.4K – 1127
2024
Q3 		$97.4K Buy
+4,100
New +$96K 0.01% 473

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RIM
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CST
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Envestnet Asset Management
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Goldman Sachs
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Jaffetilchin Investment Partners's SCHZ Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 4,100 shares — an estimated $97.4K sold.

Jaffetilchin Investment Partners first reported a position in SCHZ in Q3 2024 and held it in 1 quarter. The position peaked at $97.4K in Q3 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,100 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $97.4K.
  • Jaffetilchin Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Schwab US Aggregate Bond ETF position peaked at $97.4K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.