Total Clarity Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Total Clarity Wealth 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	-9,784	Closed	-$229K	–	226
2023 Q1	$229K	Sell	9,784 -4,098	-30%	-$95.3K	0.12%	157
2022 Q4	$317K	Sell	13,882 -3,374	-20%	-$76.8K	0.16%	150
2022 Q3	$391K	Buy	17,256 +4,446	+35%	+$106K	0.24%	122
2022 Q2	$307K	Buy	+12,810	New	+$310K	0.16%	148

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Total Clarity Wealth Management's SCHZ Position: Q2 2023 in Review

Total Clarity Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 9,784 shares — an estimated $229K sold.

Total Clarity Wealth Management first reported a position in SCHZ in Q2 2022 and held it in 4 quarters. The position peaked at $391K in Q3 2022. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Total Clarity Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 9,784 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $229K.
Total Clarity Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
Total Clarity Wealth Management's Schwab US Aggregate Bond ETF position peaked at $391K in Q3 2022.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Total Clarity Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.