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Summit Securities Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-28
Closed -$1K – 1230
2022
Q4 		$1K Buy
+28
New +$637 ﹤0.01% 1120

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RA
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Financial Engines Advisors
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Securities Group's SCHZ Position: Q1 2023 in Review

Summit Securities Group sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 28 shares — an estimated $1K sold.

Summit Securities Group first reported a position in SCHZ in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Summit Securities Group reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 28 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $1K.
  • Summit Securities Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Schwab US Aggregate Bond ETF position peaked at $1K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.