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Prosperity Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Prosperity Wealth Management’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
Q4 		– Sell
-16,494
Closed -$365K – 184
2023
Q3 		$365K Sell
16,494
-3,974
-19% -$90.1K 0.23% 79
2023
Q2 		$472K Buy
20,468
+10,706
+110% +$249K 0.31% 45
2023
Q1 		$229K Buy
+9,762
New +$227K 0.18% 99

Other funds holding SCHZ

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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
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
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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Prosperity Wealth Management's SCHZ Position: Q4 2023 in Review

Prosperity Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 16,494 shares — an estimated $365K sold.

Prosperity Wealth Management first reported a position in SCHZ in Q1 2023 and held it in 3 quarters. The position peaked at $472K in Q2 2023. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Prosperity Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 16,494 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $365K.
  • Prosperity Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Prosperity Wealth Management's Schwab US Aggregate Bond ETF position peaked at $472K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.