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SJS Investment Consulting’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

SJS Investment Consulting’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
-22,918
Closed -$519K – 1691
2022
Q3 		$519K Buy
+22,918
New +$546K 0.18% 34
2022
Q1 		$579K Sell
22,918
-3,996
-15% -$104K 0.18% 38
2021
Q4 		$725K Buy
+26,914
New +$728K 0.22% 35

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SJS Investment Consulting's SCHZ Position: Q4 2022 in Review

SJS Investment Consulting sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2022, closing a stake of 22,918 shares — an estimated $519K sold.

SJS Investment Consulting first reported a position in SCHZ in Q4 2021 and held it in 3 quarters. The position peaked at $725K in Q4 2021. 538 funds tracked by Wall St. Rank hold SCHZ as of Q4 2022.

  • SJS Investment Consulting reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SJS Investment Consulting sold 22,918 Schwab US Aggregate Bond ETF shares in Q4 2022, an estimated $519K.
  • SJS Investment Consulting first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • SJS Investment Consulting's Schwab US Aggregate Bond ETF position peaked at $725K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2022.

Based on SJS Investment Consulting's 13F filing for Q4 2022, filed 23 Jan 2023.