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Johnson Financial Group Inc (Wisconsin)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-27,044
Closed -$630K – 961
2023
Q4 		$630K Buy
+27,044
New +$605K 0.03% 161
2018
Q3 		– Sell
-4,918
Closed -$125K – 560
2018
Q2 		$125K Buy
+4,918
New +$124K 0.01% 246

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Johnson Financial Group Inc (Wisconsin)'s SCHZ Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 27,044 shares — an estimated $630K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHZ in Q2 2018 and held it in 2 quarters. The position peaked at $630K in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 27,044 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $630K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Aggregate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US Aggregate Bond ETF position peaked at $630K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.