SS
SCHZ icon

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

Sunbelt Securities’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
-32
Closed -$726 – 2841
2025
Q2 		$726 Buy
+32
New +$734 ﹤0.01% 1685
2025
Q1 		– Sell
-32
Closed -$727 – 1890
2024
Q4 		$727 Hold
32
– – ﹤0.01% 1689
2024
Q3 		$760 Hold
32
– – ﹤0.01% 1707
2024
Q2 		$729 Hold
32
– – ﹤0.01% 1638
2024
Q1 		$736 Hold
32
– – ﹤0.01% 1602
2023
Q4 		$746 Hold
32
– – ﹤0.01% 1570
2023
Q3 		$708 Hold
32
– – ﹤0.01% 1633
2023
Q2 		$739 Buy
+32
New +$745 ﹤0.01% 1561
2020
Q2 		– Sell
-13,536
Closed -$359K – 373
2020
Q1 		$359K Buy
+13,536
New +$366K 0.02% 279

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return