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Tevis Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tevis Investment Management’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
-8,754
Closed -$205K – 93
2023
Q1 		$205K Buy
+8,754
New +$204K 0.21% 83
2022
Q3 		– Sell
-18
Closed – – 463
2022
Q2 		$0 Buy
+18
New +$436 ﹤0.01% 512
2022
Q1 		– Sell
-5,572
Closed -$152K – 510
2021
Q4 		$152K Buy
+5,572
New +$151K 0.13% 123

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APP
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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

Tevis Investment Management's SCHZ Position: Q2 2023 in Review

Tevis Investment Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 8,754 shares — an estimated $205K sold.

Tevis Investment Management first reported a position in SCHZ in Q4 2021 and held it in 3 quarters. The position peaked at $205K in Q1 2023. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Tevis Investment Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tevis Investment Management sold 8,754 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $205K.
  • Tevis Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's Schwab US Aggregate Bond ETF position peaked at $205K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Tevis Investment Management's 13F filing for Q2 2023, filed 31 Jul 2023.