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Macroview Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Macroview Investment 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
Q1 		– Sell
-950
Closed -$22.2K – 688
2023
Q4 		$22.2K Buy
950
+10
+1% +$224 0.03% 181
2023
Q3 		$20.8K Buy
940
+8
+0.9% +$181 0.03% 165
2023
Q2 		$21.5K Sell
932
-544
-37% -$12.7K 0.03% 130
2023
Q1 		$34.6K Buy
1,476
+6
+0.4% +$140 0.06% 100
2022
Q4 		$33.5K Buy
1,470
+14
+1% +$319 0.06% 100
2022
Q3 		$33K Buy
1,456
+10
+0.7% +$238 0.06% 95
2022
Q2 		$35K Buy
1,446
+8
+0.6% +$194 0.06% 106
2022
Q1 		$36K Buy
1,438
+4
+0.3% +$104 0.05% 112
2021
Q4 		$39K Buy
1,434
+10
+0.7% +$270 0.05% 105
2021
Q3 		$39K Buy
1,424
+8
+0.6% +$219 0.05% 102
2021
Q2 		$39K Buy
1,416
+8
+0.6% +$217 0.05% 105
2021
Q1 		$38K Buy
1,408
+6
+0.4% +$165 0.05% 99
2020
Q4 		$39K Buy
1,402
+10
+0.7% +$280 0.06% 97
2020
Q3 		$39K Sell
1,392
-598
-30% -$16.9K 0.07% 89
2020
Q2 		$56K Sell
1,990
-250
-11% -$6.96K 0.12% 65
2020
Q1 		$61K Sell
2,240
-830
-27% -$22.4K 0.13% 60
2019
Q4 		$82K Hold
3,070
– – 0.17% 56
2019
Q3 		$83K Hold
3,070
– – 0.18% 54
2019
Q2 		$81K Hold
3,070
– – 0.21% 61
2019
Q1 		$80K Hold
3,070
– – 0.2% 63
2018
Q4 		$78K Hold
3,070
– – 0.25% 56
2018
Q3 		$77K Hold
3,070
– – 0.24% 58
2018
Q2 		$78K Hold
3,070
– – 0.27% 46
2018
Q1 		$78K Hold
3,070
– – 0.28% 41
2017
Q4 		$80K Hold
3,070
– – 0.38% 36
2017
Q3 		$80K Hold
3,070
– – 0.4% 35
2017
Q2 		$80K Hold
3,070
– – 0.43% 26
2017
Q1 		$79K Buy
3,070
+1,430
+87% +$36.9K 0.46% 23
2016
Q4 		$42K Hold
1,640
– – 0.23% 35
2016
Q3 		$44K Buy
+1,640
New +$44K 0.2% 35

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

Macroview Investment Management's SCHZ Position: Q1 2024 in Review

Macroview Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 950 shares — an estimated $22.2K sold.

Macroview Investment Management first reported a position in SCHZ in Q3 2016 and held it in 30 quarters. The position peaked at $83K in Q3 2019. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • Macroview Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Macroview Investment Management sold 950 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $22.2K.
  • Macroview Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q3 2016 and held it in 30 quarters.
  • Macroview Investment Management's Schwab US Aggregate Bond ETF position peaked at $83K in Q3 2019.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.