JSL
SCHZ icon

JT Stratford LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

JT Stratford LLC’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
2023
Q1 		– Sell
-43,114
Closed -$984K – 239
2022
Q4 		$984K Buy
+43,114
New +$982K 0.31% 85

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JT Stratford LLC's SCHZ Position: Q1 2023 in Review

JT Stratford LLC sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 43,114 shares — an estimated $984K sold.

JT Stratford LLC first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $984K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • JT Stratford LLC reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • JT Stratford LLC sold 43,114 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $984K.
  • JT Stratford LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • JT Stratford LLC's Schwab US Aggregate Bond ETF position peaked at $984K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on JT Stratford LLC's 13F filing for Q1 2023, filed 10 May 2023.