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Successful Portfolios’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-17,990
Closed -$422K – 182
2023
Q1 		$422K Buy
17,990
+4,662
+35% +$108K 0.26% 95
2022
Q4 		$304K Sell
13,328
-3,918
-23% -$89.2K 0.2% 133
2022
Q3 		$391K Sell
17,246
-778
-4% -$18.5K 0.28% 89
2022
Q2 		$431K Sell
18,024
-2,486
-12% -$60.2K 0.29% 92
2022
Q1 		$519K Sell
20,510
-5,176
-20% -$134K 0.3% 89
2021
Q4 		$692K Sell
25,686
-1,486
-5% -$40.2K 0.38% 66
2021
Q3 		$737K Sell
27,172
-482
-2% -$13.2K 0.44% 55
2021
Q2 		$755K Sell
27,654
-1,306
-5% -$35.4K 0.46% 52
2021
Q1 		$781K Buy
28,960
+342
+1% +$9.39K 0.51% 51
2020
Q4 		$802K Buy
28,618
+2,804
+11% +$78.4K 0.58% 46
2020
Q3 		$724K Buy
25,814
+554
+2% +$15.6K 0.58% 45
2020
Q2 		$710K Sell
25,260
-1,076
-4% -$29.9K 0.62% 43
2020
Q1 		$715K Sell
26,336
-27,452
-51% -$741K 0.72% 40
2019
Q4 		$1.44M Sell
53,788
-7,984
-13% -$214K 1.28% 16
2019
Q3 		$1.66M Buy
61,772
+4,244
+7% +$114K 1.56% 12
2019
Q2 		$1.52M Buy
57,528
+364
+0.6% +$9.47K 1.64% 10
2019
Q1 		$1.48M Buy
57,164
+28
+0% +$714 1.62% 9
2018
Q4 		$1.45M Buy
57,136
+6,194
+12% +$155K 1.85% 8
2018
Q3 		$1.28M Sell
50,942
-2,808
-5% -$70.9K 1.39% 16
2018
Q2 		$1.36M Sell
53,750
-8,354
-13% -$211K 1.59% 11
2018
Q1 		$1.58M Buy
62,104
+818
+1% +$20.9K 1.92% 7
2017
Q4 		$1.59M Buy
+61,286
New +$1.6M 1.98% 5

Other funds holding SCHZ

Charles Schwab
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Successful Portfolios's SCHZ Position: Q2 2023 in Review

Successful Portfolios sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 17,990 shares — an estimated $422K sold.

Successful Portfolios first reported a position in SCHZ in Q4 2017 and held it in 22 quarters. The position peaked at $1.66M in Q3 2019. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Successful Portfolios reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 17,990 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $422K.
  • Successful Portfolios first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 22 quarters.
  • Successful Portfolios's Schwab US Aggregate Bond ETF position peaked at $1.66M in Q3 2019.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.