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

Joseph Group Capital Management’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
-8,126
Closed -$193K – 89
2024
Q3 		$193K Buy
+8,126
New +$190K 0.07% 52

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APP
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RIM
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CST
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Financial Engines Advisors
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Envestnet Asset Management
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OIA
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Goldman Sachs
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Joseph Group Capital Management's SCHZ Position: Q4 2024 in Review

Joseph Group Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2024, closing a stake of 8,126 shares — an estimated $193K sold.

Joseph Group Capital Management first reported a position in SCHZ in Q3 2024 and held it in 1 quarter. The position peaked at $193K in Q3 2024. 634 funds tracked by Wall St. Rank hold SCHZ as of Q4 2024.

  • Joseph Group Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Joseph Group Capital Management sold 8,126 Schwab US Aggregate Bond ETF shares in Q4 2024, an estimated $193K.
  • Joseph Group Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Joseph Group Capital Management's Schwab US Aggregate Bond ETF position peaked at $193K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2024.

Based on Joseph Group Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.