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Level Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Level Financial Advisors’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
-2,700
Closed -$62.9K – 224
2023
Q4 		$62.9K Buy
+2,700
New +$60.4K 0.03% 105
2022
Q1 		– Sell
-1,482
Closed -$40K – 274
2021
Q4 		$40K Buy
+1,482
New +$40.1K 0.03% 108

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

Level Financial Advisors's SCHZ Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 2,700 shares — an estimated $62.9K sold.

Level Financial Advisors first reported a position in SCHZ in Q4 2021 and held it in 2 quarters. The position peaked at $62.9K in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Level Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 2,700 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $62.9K.
  • Level Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Level Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $62.9K in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.