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Millennium Management’s
Schwab US Aggregate Bond ETF
SCHZ
Stock Holding History
Millennium Management’s Portfolio
SCHZ Stock Details
SCHZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-38,398
Closed
-$883K
–
6459
2024
Q1
$883K
Buy
+38,398
New
+$883K
﹤0.01%
4409
2022
Q2
–
Sell
-145,770
Closed
-$3.69M
–
7431
2022
Q1
$3.69M
Buy
+145,770
New
+$3.79M
﹤0.01%
3268
2021
Q2
–
Sell
-18,880
Closed
-$509K
–
7040
2021
Q1
$509K
Buy
+18,880
New
+$518K
﹤0.01%
4813
2019
Q1
–
Sell
-8,388
Closed
-$212K
–
4289
2018
Q4
$212K
Buy
+8,388
New
+$209K
﹤0.01%
3375
2018
Q1
–
Sell
-36,286
Closed
-$944K
–
4031
2017
Q4
$944K
Buy
36,286
+21,554
+146%
+$562K
﹤0.01%
2731
2017
Q3
$386K
Buy
14,732
+5,664
+62%
+$148K
﹤0.01%
2962
2017
Q2
$237K
Buy
+9,068
New
+$237K
﹤0.01%
3131
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1-Year Est. Return
RIM
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$1.11B AUM
13.62%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
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$59.8B AUM
29.42%
1-Year Est. Return
ML
McAdam LLC
Philadelphia, Pennsylvania
$2.22B AUM
16.98%
1-Year Est. Return
OIA
OneDigital Investment Advisors
Overland Park, Kansas
$10.2B AUM
16.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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