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TrueWealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TrueWealth Advisors’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
-10,058
Closed -$229K – 238
2024
Q2 		$229K Buy
10,058
+64
+0.6% +$1.45K 0.08% 205
2024
Q1 		$230K Buy
9,994
+92
+0.9% +$2.12K 0.09% 191
2023
Q4 		$231K Sell
9,902
-4,004
-29% -$89.6K 0.09% 174
2023
Q3 		$308K Buy
13,906
+1,884
+16% +$42.7K 0.13% 123
2023
Q2 		$277K Buy
12,022
+3,106
+35% +$72.3K 0.11% 140
2023
Q1 		$209K Sell
8,916
-690
-7% -$16.1K 0.09% 180
2022
Q4 		$219K Sell
9,606
-256
-3% -$5.83K 0.1% 167
2022
Q3 		$223K Buy
9,862
+40
+0.4% +$952 0.11% 145
2022
Q2 		$235K Sell
9,822
-12,602
-56% -$305K 0.11% 146
2022
Q1 		$604K Hold
22,424
– – 0.27% 78
2021
Q4 		$604K Sell
22,424
-684
-3% -$18.5K 0.27% 78
2021
Q3 		$627K Buy
23,108
+34
+0.1% +$932 0.35% 60
2021
Q2 		$630K Sell
23,074
-164
-0.7% -$4.45K 0.37% 55
2021
Q1 		$631K Sell
23,238
-144
-0.6% -$3.95K 0.41% 52
2020
Q4 		$648K Buy
+23,382
New +$654K 0.56% 44

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 $3.64B AUM 14.73% 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

TrueWealth Advisors's SCHZ Position: Q3 2024 in Review

TrueWealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 10,058 shares — an estimated $229K sold.

TrueWealth Advisors first reported a position in SCHZ in Q4 2020 and held it in 15 quarters. The position peaked at $648K in Q4 2020. 589 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • TrueWealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 10,058 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $229K.
  • TrueWealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 15 quarters.
  • TrueWealth Advisors's Schwab US Aggregate Bond ETF position peaked at $648K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on TrueWealth Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.