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TCI Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TCI Wealth 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
2024
Q1 		– Sell
-11,528
Closed -$269K – 220
2023
Q4 		$269K Sell
11,528
-38
-0.3% -$850 0.03% 171
2023
Q3 		$256K Buy
+11,566
New +$262K 0.03% 167
2023
Q2 		– Sell
-2,460
Closed -$57.7K – 1872
2023
Q1 		$57.7K Sell
2,460
-2,800
-53% -$65.1K 0.01% 397
2022
Q4 		$120K Buy
5,260
+2,736
+108% +$62.3K 0.02% 231
2022
Q3 		$57K Hold
2,524
– – 0.01% 333
2022
Q2 		$60K Buy
2,524
+4
+0.2% +$97 0.01% 326
2022
Q1 		$64K Hold
2,520
– – 0.01% 343
2021
Q4 		$68K Hold
2,520
– – 0.01% 340
2021
Q3 		$68K Hold
2,520
– – 0.01% 353
2021
Q2 		$69K Buy
2,520
+60
+2% +$1.63K 0.01% 333
2021
Q1 		$66K Hold
2,460
– – 0.03% 308
2020
Q4 		$69K Hold
2,460
– – 0.03% 282
2020
Q3 		$69K Hold
2,460
– – 0.03% 258
2020
Q2 		$69K Hold
2,460
– – 0.03% 263
2020
Q1 		$67K Hold
2,460
– – 0.03% 260
2019
Q4 		$66K Hold
2,460
– – 0.03% 328
2019
Q3 		$66K Buy
+2,460
New +$65.8K 0.03% 280
2019
Q1 		– Sell
-2,684
Closed -$68K – 1524
2018
Q4 		$68K Buy
2,684
+1,784
+198% +$44.5K 0.03% 270
2018
Q3 		$23K Sell
900
-94
-9% -$2.37K 0.01% 472
2018
Q2 		$25K Buy
994
+94
+10% +$2.38K 0.01% 441
2018
Q1 		$23K Sell
900
-41,926
-98% -$1.07M 0.01% 458
2017
Q4 		$1.11M Buy
+42,826
New +$1.12M 0.49% 50
2017
Q3 		– Sell
-50
Closed -$1K – 1380
2017
Q2 		$1K Buy
+50
New +$1.3K ﹤0.01% 1208

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

TCI Wealth Advisors's SCHZ Position: Q1 2024 in Review

TCI Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 11,528 shares — an estimated $269K sold.

TCI Wealth Advisors first reported a position in SCHZ in Q2 2017 and held it in 23 quarters. The position peaked at $1.11M in Q4 2017. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • TCI Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TCI Wealth Advisors sold 11,528 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $269K.
  • TCI Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and held it in 23 quarters.
  • TCI Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.11M in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on TCI Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.