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

MONECO 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 		– Sell
-9,074
Closed -$206K – 278
2022
Q3 		$206K Sell
9,074
-3,366
-27% -$80.1K 0.08% 231
2022
Q2 		$298K Buy
12,440
+22
+0.2% +$532 0.12% 180
2022
Q1 		$314K Sell
12,418
-3,380
-21% -$87.8K 0.12% 175
2021
Q4 		$415K Sell
15,798
-10,764
-41% -$291K 0.16% 141
2021
Q3 		$721K Sell
26,562
-6,056
-19% -$166K 0.28% 84
2021
Q2 		$890K Sell
32,618
-4,348
-12% -$118K 0.41% 61
2021
Q1 		$997K Buy
+36,966
New +$1.01M 0.48% 52

Other funds holding SCHZ

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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

MONECO Advisors's SCHZ Position: Q4 2022 in Review

MONECO Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 9,074 shares — an estimated $206K sold.

MONECO Advisors first reported a position in SCHZ in Q1 2021 and held it in 7 quarters. The position peaked at $997K in Q1 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • MONECO Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MONECO Advisors sold 9,074 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $206K.
  • MONECO Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2021 and held it in 7 quarters.
  • MONECO Advisors's Schwab US Aggregate Bond ETF position peaked at $997K in Q1 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on MONECO Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.