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Koss-Olinger Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Koss-Olinger Consulting’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
-497,810
Closed -$11.6M – 257
2023
Q4 		$11.6M Buy
+497,810
New +$11.1M 1.14% 18
2021
Q4 		– Sell
-20,852
Closed -$566K – 251
2021
Q3 		$566K Buy
20,852
+20
+0.1% +$548 0.09% 101
2021
Q2 		$569K Hold
20,832
– – 0.08% 121
2021
Q1 		$562K Buy
+20,832
New +$572K 0.1% 116

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Koss-Olinger Consulting's SCHZ Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 497,810 shares — an estimated $11.6M sold.

Koss-Olinger Consulting first reported a position in SCHZ in Q1 2021 and held it in 4 quarters. The position peaked at $11.6M in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 497,810 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $11.6M.
  • Koss-Olinger Consulting first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Schwab US Aggregate Bond ETF position peaked at $11.6M in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.