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

Teamwork Financial 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
2023 Q4	–	Sell	-50,426	Closed	-$1.12M	–	219
2023 Q3	$1.12M	Buy	50,426 +996	+2%	+$22.6K	0.18%	77
2023 Q2	$1.14M	Sell	49,430 -54,368	-52%	-$1.27M	0.19%	77
2023 Q1	$2.43M	Buy	103,798 +74,846	+259%	+$1.74M	0.45%	44
2022 Q4	$661K	Sell	28,952 -9,686	-25%	-$221K	0.13%	102
2022 Q3	$875K	Sell	38,638 -17,462	-31%	-$416K	0.19%	78
2022 Q2	$1.34M	Buy	56,100 +2,300	+4%	+$55.7K	0.29%	65
2022 Q1	$1.36M	Buy	+53,800	New	+$1.4M	0.25%	76

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Teamwork Financial Advisors's SCHZ Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 50,426 shares — an estimated $1.12M sold.

Teamwork Financial Advisors first reported a position in SCHZ in Q1 2022 and held it in 7 quarters. The position peaked at $2.43M in Q1 2023. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

Teamwork Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 50,426 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $1.12M.
Teamwork Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 7 quarters.
Teamwork Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $2.43M in Q1 2023.
590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.