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Traverso Chambers Private Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Traverso Chambers Private 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
2022
Q2 		– Sell
-417,230
Closed -$10.6M – 109
2022
Q1 		$10.6M Buy
+417,230
New +$10.8M 3.15% 10

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OIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SCHZ Position: Q2 2022 in Review

Traverso Chambers Private Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2022, closing a stake of 417,230 shares — an estimated $10.6M sold.

Traverso Chambers Private Wealth Management first reported a position in SCHZ in Q1 2022 and held it in 1 quarter. The position peaked at $10.6M in Q1 2022. 533 funds tracked by Wall St. Rank hold SCHZ as of Q2 2022.

  • Traverso Chambers Private Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 417,230 Schwab US Aggregate Bond ETF shares in Q2 2022, an estimated $10.6M.
  • Traverso Chambers Private Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Traverso Chambers Private Wealth Management's Schwab US Aggregate Bond ETF position peaked at $10.6M in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2022.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.