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Milestone Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Milestone Investment 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
Q2 		– Sell
-312
Closed -$7.19K – 139
2024
Q1 		$7.19K Buy
312
+2
+0.6% +$46 ﹤0.01% 119
2023
Q4 		$7.24K Buy
310
+4
+1% +$89 ﹤0.01% 116
2023
Q3 		$6.79K Buy
306
+2
+0.7% +$45 ﹤0.01% 313
2023
Q2 		$7.03K Buy
304
+2
+0.7% +$47 ﹤0.01% 109
2023
Q1 		$7.08K Buy
+302
New +$7.03K ﹤0.01% 312

Other funds holding SCHZ

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Milestone Investment Advisors's SCHZ Position: Q2 2024 in Review

Milestone Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 312 shares — an estimated $7.19K sold.

Milestone Investment Advisors first reported a position in SCHZ in Q1 2023 and held it in 5 quarters. The position peaked at $7.24K in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Milestone Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 312 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $7.19K.
  • Milestone Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 5 quarters.
  • Milestone Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $7.24K in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.