LWM
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Ledge Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ledge Wealth 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
2023
Q1 		– Sell
-35,534
Closed -$811K – 73
2022
Q4 		$811K Sell
35,534
-56,340
-61% -$1.28M 0.37% 47
2022
Q3 		$2.08M Sell
91,874
-21,000
-19% -$500K 1.27% 19
2022
Q2 		$2.7M Buy
112,874
+41,936
+59% +$1.02M 1.66% 15
2022
Q1 		$1.79M Buy
+70,938
New +$1.84M 1.12% 28

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

Ledge Wealth Management's SCHZ Position: Q1 2023 in Review

Ledge Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 35,534 shares — an estimated $811K sold.

Ledge Wealth Management first reported a position in SCHZ in Q1 2022 and held it in 4 quarters. The position peaked at $2.7M in Q2 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Ledge Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 35,534 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $811K.
  • Ledge Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's Schwab US Aggregate Bond ETF position peaked at $2.7M in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.