Simplex Trading
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Simplex Trading’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Simplex Trading’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
-118
Closed -$2K – 9706
2023
Q3 		$2K Buy
+118
New +$2.67K ﹤0.01% 8152

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DWM
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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
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

Simplex Trading's SCHZ Position: Q4 2023 in Review

Simplex Trading sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 118 shares — an estimated $2K sold.

Simplex Trading first reported a position in SCHZ in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Simplex Trading reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 118 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $2K.
  • Simplex Trading first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Simplex Trading's Schwab US Aggregate Bond ETF position peaked at $2K in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.