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

MKT 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
Q1 		– Sell
-12,412
Closed -$286K – 159
2023
Q4 		$286K Sell
12,412
-1,734
-12% -$38.8K 0.19% 102
2023
Q3 		$310K Buy
14,146
+544
+4% +$12.3K 0.23% 89
2023
Q2 		$312K Buy
13,602
+1,556
+13% +$36.2K 0.22% 90
2023
Q1 		$285K Buy
+12,046
New +$280K 0.21% 95

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

MKT Advisors's SCHZ Position: Q1 2024 in Review

MKT Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 12,412 shares — an estimated $286K sold.

MKT Advisors first reported a position in SCHZ in Q1 2023 and held it in 4 quarters. The position peaked at $312K in Q2 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • MKT Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • MKT Advisors sold 12,412 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $286K.
  • MKT Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
  • MKT Advisors's Schwab US Aggregate Bond ETF position peaked at $312K in Q2 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on MKT Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.