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Money Concepts Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,848
Closed -$87.8K – 2466
2022
Q4 		$87.8K Buy
3,848
+768
+25% +$17.5K ﹤0.01% 1018
2022
Q3 		$70K Sell
3,080
-16,084
-84% -$383K ﹤0.01% 643
2022
Q2 		$461K Sell
19,164
-2,622
-12% -$63.5K 0.04% 291
2022
Q1 		$551K Buy
21,786
+576
+3% +$15K 0.03% 413
2021
Q4 		$572K Buy
+21,210
New +$573K 0.05% 284
2021
Q1 		$625K Sell
23,180
-2,346
-9% -$64.4K 0.05% 279
2020
Q4 		$715K Buy
+25,526
New +$714K 0.07% 237

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
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

Money Concepts Capital's SCHZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 3,848 shares — an estimated $87.8K sold.

Money Concepts Capital first reported a position in SCHZ in Q4 2020 and held it in 7 quarters. The position peaked at $715K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Money Concepts Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,848 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $87.8K.
  • Money Concepts Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Schwab US Aggregate Bond ETF position peaked at $715K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.