Stifel Financial
SCHZ icon

Stifel Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Stifel Financial’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
2025
Q3 		– Sell
-12,024
Closed -$279K – 3634
2025
Q2 		$279K Buy
+12,024
New +$276K ﹤0.01% 3089
2025
Q1 		– Sell
-34,385
Closed -$781K – 3526
2024
Q4 		$781K Buy
34,385
+4,371
+15% +$101K ﹤0.01% 2414
2024
Q3 		$713K Sell
30,014
-32,826
-52% -$769K ﹤0.01% 2449
2024
Q2 		$1.43M Buy
62,840
+38,872
+162% +$881K ﹤0.01% 1954
2024
Q1 		$551K Buy
+23,968
New +$551K ﹤0.01% 2549
2021
Q1 		– Sell
-7,902
Closed -$221K – 3282
2020
Q4 		$221K Buy
7,902
+654
+9% +$18.3K ﹤0.01% 2769
2020
Q3 		$203K Buy
+7,248
New +$204K ﹤0.01% 2615
2018
Q3 		– Sell
-13,460
Closed -$341K – 2812
2018
Q2 		$341K Buy
+13,460
New +$340K ﹤0.01% 2218

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