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

Resolute 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
-98
Closed -$2K – 121
2022
Q3 		$2K Hold
98
– – ﹤0.01% 133
2022
Q2 		$2K Hold
98
– – ﹤0.01% 123
2022
Q1 		$2K Hold
98
– – ﹤0.01% 124
2021
Q4 		$3K Hold
98
– – ﹤0.01% 155
2021
Q3 		$3K Hold
98
– – ﹤0.01% 500
2021
Q2 		$3K Hold
98
– – ﹤0.01% 471
2021
Q1 		$3K Hold
98
– – ﹤0.01% 409
2020
Q4 		$3K Buy
+98
New +$2.74K ﹤0.01% 75

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DWM
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Ameriprise
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Goldman Sachs
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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

Resolute Advisors's SCHZ Position: Q4 2022 in Review

Resolute Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 98 shares — an estimated $2K sold.

Resolute Advisors first reported a position in SCHZ in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • Resolute Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Resolute Advisors sold 98 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $2K.
  • Resolute Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Resolute Advisors's Schwab US Aggregate Bond ETF position peaked at $3K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on Resolute Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.