LWA
SCHZ icon

Lowe Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lowe Wealth 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
2023
Q1 		– Sell
-298
Closed -$6.8K – 358
2022
Q4 		$6.8K Hold
298
– – ﹤0.01% 237
2022
Q3 		$7K Hold
298
– – ﹤0.01% 223
2022
Q2 		$7K Hold
298
– – ﹤0.01% 212
2022
Q1 		$8K Buy
+298
New +$7.74K ﹤0.01% 217

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

Lowe Wealth Advisors's SCHZ Position: Q1 2023 in Review

Lowe Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 298 shares — an estimated $6.8K sold.

Lowe Wealth Advisors first reported a position in SCHZ in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Lowe Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 298 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $6.8K.
  • Lowe Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 4 quarters.
  • Lowe Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $8K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Lowe Wealth Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.