Truvestments Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Truvestments Capital’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	-934	Closed	-$21.2K	–	1141
2024 Q4	$21.2K	Buy	+934	New	+$21.6K	0.01%	490
2021 Q3	–	Sell	-7,214	Closed	-$197K	–	650
2021 Q2	$197K	Buy	7,214 +40	+0.6%	+$1.08K	0.11%	151
2021 Q1	$194K	Sell	7,174 -88	-1%	-$2.42K	0.11%	160
2020 Q4	$203K	Buy	7,262 +56	+0.8%	+$1.57K	0.14%	149
2020 Q3	$202K	Buy	7,206 +42	+0.6%	+$1.19K	0.18%	132
2020 Q2	$201K	Sell	7,164 -3,196	-31%	-$88.9K	0.2%	91
2020 Q1	$281K	Buy	+10,360	New	+$280K	0.36%	70

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truvestments Capital's SCHZ Position: Q1 2025 in Review

Truvestments Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 934 shares — an estimated $21.2K sold.

Truvestments Capital first reported a position in SCHZ in Q1 2020 and held it in 7 quarters. The position peaked at $281K in Q1 2020. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

Truvestments Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 934 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $21.2K.
Truvestments Capital first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 7 quarters.
Truvestments Capital's Schwab US Aggregate Bond ETF position peaked at $281K in Q1 2020.
642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.