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Mine & Arao Wealth Creation & Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q2 		– Sell
-306
Closed -$7.16K – 340
2023
Q1 		$7.16K Hold
306
– – ﹤0.01% 240
2022
Q4 		$6.97K Hold
306
– – 0.01% 240
2022
Q3 		$7K Buy
306
+2
+0.7% +$48 0.01% 249
2022
Q2 		$7K Hold
304
– – ﹤0.01% 249
2022
Q1 		$8K Hold
304
– – ﹤0.01% 249
2021
Q4 		$8K Hold
304
– – ﹤0.01% 251
2021
Q3 		$8K Hold
304
– – ﹤0.01% 238
2021
Q2 		$8K Hold
304
– – ﹤0.01% 229
2021
Q1 		$8K Hold
304
– – 0.01% 220
2020
Q4 		$9K Hold
304
– – 0.01% 216
2020
Q3 		$9K Hold
304
– – 0.01% 204
2020
Q2 		$9K Hold
304
– – 0.01% 189
2020
Q1 		$8K Buy
+304
New +$8.21K 0.01% 190

Other funds holding SCHZ

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APP
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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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mine & Arao Wealth Creation & Management's SCHZ Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 306 shares — an estimated $7.16K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHZ in Q1 2020 and held it in 13 quarters. The position peaked at $9K in Q4 2020. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 306 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $7.16K.
  • Mine & Arao Wealth Creation & Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Mine & Arao Wealth Creation & Management's Schwab US Aggregate Bond ETF position peaked at $9K in Q4 2020.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.