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The Family Firm’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

The Family Firm’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
Q3 		– Sell
-142
Closed -$3.23K – 724
2024
Q2 		$3.23K Buy
+142
New +$3.22K ﹤0.01% 773

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

The Family Firm's SCHZ Position: Q3 2024 in Review

The Family Firm sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 142 shares — an estimated $3.23K sold.

The Family Firm first reported a position in SCHZ in Q2 2024 and held it in 1 quarter. The position peaked at $3.23K in Q2 2024. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • The Family Firm reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 142 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $3.23K.
  • The Family Firm first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Schwab US Aggregate Bond ETF position peaked at $3.23K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.