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

SkyView Investment 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
2023 Q3	–	Sell	-12,204	Closed	-$282K	–	739
2023 Q2	$282K	Sell	12,204 -740	-6%	-$17.2K	0.07%	324
2023 Q1	$304K	Sell	12,944 -998	-7%	-$23.2K	0.07%	308
2022 Q4	$318K	Sell	13,942 -2,634	-16%	-$60K	0.1%	268
2022 Q3	$376K	Sell	16,576 -378	-2%	-$9K	0.11%	267
2022 Q2	$406K	Sell	16,954 -960	-5%	-$23.2K	0.11%	265
2022 Q1	$429K	Buy	+17,914	New	+$465K	0.1%	269

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SkyView Investment Advisors's SCHZ Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 12,204 shares — an estimated $282K sold.

SkyView Investment Advisors first reported a position in SCHZ in Q1 2022 and held it in 6 quarters. The position peaked at $429K in Q1 2022. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

SkyView Investment Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 12,204 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $282K.
SkyView Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 6 quarters.
SkyView Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $429K in Q1 2022.
537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.