KB Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

KB Financial 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
2023 Q3	$42K	Hold	1,884	–	–	0.01%	274
2023 Q2	$43K	Buy	+1,884	New	+$43.8K	0.01%	282
2023 Q1	–	Sell	-764	Closed	-$17K	–	603
2022 Q4	$17K	Buy	764 +8	+1%	+$182	0.01%	361
2022 Q3	$17K	Buy	756 +4	+0.5%	+$95	0.01%	348
2022 Q2	$18K	Buy	752 +4	+0.5%	+$97	0.01%	340
2022 Q1	$19K	Buy	748 +4	+0.5%	+$104	0.01%	362
2021 Q4	$20K	Buy	+744	New	+$20.1K	0.01%	369
2021 Q3	–	Sell	-734	Closed	-$20K	–	498
2021 Q2	$20K	Buy	734 +4	+0.5%	+$109	0.01%	351
2021 Q1	$20K	Buy	+730	New	+$20K	0.01%	364

Other funds holding SCHZ

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KB Financial Partners's SCHZ Position: Q3 2023 in Review

KB Financial Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2023 at 1,884 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #274.

KB Financial Partners first reported a position in SCHZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $43K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

KB Financial Partners held 1,884 shares of Schwab US Aggregate Bond ETF worth $42K as of Q3 2023.
KB Financial Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2023.
Schwab US Aggregate Bond ETF made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #274 holding.
KB Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and has held it in 9 quarters since.
KB Financial Partners's Schwab US Aggregate Bond ETF position peaked at $43K in Q2 2023.
537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.