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New Wave Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-830
Closed -$18.8K – 569
2024
Q4 		$18.8K Buy
+830
New +$19.2K 0.01% 285
2024
Q3 		– Sell
-129,026
Closed -$2.94M – 162
2024
Q2 		$2.94M Buy
+129,026
New +$2.92M 1.58% 19

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Wave Wealth Advisors's SCHZ Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 830 shares — an estimated $18.8K sold.

New Wave Wealth Advisors first reported a position in SCHZ in Q2 2024 and held it in 2 quarters. The position peaked at $2.94M in Q2 2024. 645 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 830 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $18.8K.
  • New Wave Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $2.94M in Q2 2024.
  • 645 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.