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

Momentum 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
2022
Q4 		$1.13M Buy
49,564
+11,908
+32% +$271K 1.15% 21
2022
Q3 		$853K Buy
37,656
+1,768
+5% +$42.1K 0.94% 25
2022
Q2 		$859K Buy
+35,888
New +$869K 0.97% 26

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Momentum Advisors's SCHZ Position: Q4 2022 in Review

Momentum Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 32% in Q4 2022, buying an estimated $271K and bringing the position to 49,564 shares worth $1.13M. The position accounts for 1.15% of the portfolio, ranked #21.

Momentum Advisors first reported a position in SCHZ in Q2 2022 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Momentum Advisors held 49,564 shares of Schwab US Aggregate Bond ETF worth $1.13M as of Q4 2022.
  • Momentum Advisors bought 11,908 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $271K.
  • Schwab US Aggregate Bond ETF made up 1.15% of Momentum Advisors's portfolio in Q4 2022, its #21 holding.
  • Momentum Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.