M&R Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

M&R Capital 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
2024 Q3	$4.51K	Hold	190	–	–	﹤0.01%	468
2024 Q2	$4.33K	Hold	190	–	–	﹤0.01%	455
2024 Q1	$4.37K	Hold	190	–	–	﹤0.01%	459
2023 Q4	$4.43K	Hold	190	–	–	﹤0.01%	497
2023 Q3	$4.2K	Sell	190 -530	-74%	-$12K	﹤0.01%	481
2023 Q2	$16.6K	Hold	720	–	–	﹤0.01%	335
2023 Q1	$16.9K	Hold	720	–	–	﹤0.01%	327
2022 Q4	$16.4K	Hold	720	–	–	﹤0.01%	311
2022 Q3	$16K	Buy	720 +508	+240%	+$12.1K	﹤0.01%	295
2022 Q2	$5K	Buy	+212	New	+$5.13K	﹤0.01%	376

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

M&R Capital Management's SCHZ Position: Q3 2024 in Review

M&R Capital Management held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2024 at 190 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

M&R Capital Management first reported a position in SCHZ in Q2 2022 and has held it in 10 quarters since. The position peaked at $16.9K in Q1 2023. 591 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

M&R Capital Management held 190 shares of Schwab US Aggregate Bond ETF worth $4.51K as of Q3 2024.
M&R Capital Management left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2024.
Schwab US Aggregate Bond ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #468 holding.
M&R Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 10 quarters since.
M&R Capital Management's Schwab US Aggregate Bond ETF position peaked at $16.9K in Q1 2023.
591 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.