RJT
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Raymond James Trust’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Raymond James Trust’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
-50,318
Closed -$1.14M – 1162
2022
Q3 		$1.14M Buy
+50,318
New +$1.2M 0.04% 343

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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

Raymond James Trust's SCHZ Position: Q4 2022 in Review

Raymond James Trust sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 50,318 shares — an estimated $1.14M sold.

Raymond James Trust first reported a position in SCHZ in Q3 2022 and held it in 1 quarter. The position peaked at $1.14M in Q3 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Raymond James Trust reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 50,318 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $1.14M.
  • Raymond James Trust first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Raymond James Trust's Schwab US Aggregate Bond ETF position peaked at $1.14M in Q3 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.