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Saxon Interests’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Saxon Interests’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
2024
Q2 		– Sell
-9,232
Closed -$212K – 195
2024
Q1 		$212K Hold
9,232
– – 0.1% 166
2023
Q4 		$215K Buy
+9,232
New +$207K 0.11% 169

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APP
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RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Saxon Interests's SCHZ Position: Q2 2024 in Review

Saxon Interests sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 9,232 shares — an estimated $212K sold.

Saxon Interests first reported a position in SCHZ in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

  • Saxon Interests reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Saxon Interests sold 9,232 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $212K.
  • Saxon Interests first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Saxon Interests's Schwab US Aggregate Bond ETF position peaked at $215K in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Saxon Interests's 13F filing for Q2 2024, filed 18 Jul 2024.