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Transce3nd’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-4,430
Closed -$101K – 1513
2024
Q4 		$101K Buy
+4,430
New +$102K 0.03% 253

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
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Transce3nd's SCHZ Position: Q1 2025 in Review

Transce3nd sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 4,430 shares — an estimated $101K sold.

Transce3nd first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Transce3nd reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 4,430 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $101K.
  • Transce3nd first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Schwab US Aggregate Bond ETF position peaked at $101K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.