Venture Visionary Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Venture Visionary Partners’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	-11,400	Closed	-$267K	–	543
2023 Q1	$267K	Sell	11,400 -1,394	-11%	-$32.4K	0.02%	426
2022 Q4	$292K	Buy	12,794 +12	+0.1%	+$273	0.02%	394
2022 Q3	$289K	Buy	12,782 +6	+0%	+$143	0.02%	376
2022 Q2	$306K	Buy	12,776 +34	+0.3%	+$823	0.02%	377
2022 Q1	$322K	Sell	12,742 -1,164	-8%	-$30.2K	0.02%	395
2021 Q4	$374K	Sell	13,906 -3,656	-21%	-$98.8K	0.02%	369
2021 Q3	$476K	Sell	17,562 -2,686	-13%	-$73.6K	0.03%	334
2021 Q2	$552K	Sell	20,248 -3,626	-15%	-$98.4K	0.04%	295
2021 Q1	$644K	Sell	23,874 -9,886	-29%	-$271K	0.05%	260
2020 Q4	$945K	Buy	+33,760	New	+$944K	0.1%	161

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

Venture Visionary Partners's SCHZ Position: Q2 2023 in Review

Venture Visionary Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 11,400 shares — an estimated $267K sold.

Venture Visionary Partners first reported a position in SCHZ in Q4 2020 and held it in 10 quarters. The position peaked at $945K in Q4 2020. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

Venture Visionary Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Venture Visionary Partners sold 11,400 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $267K.
Venture Visionary Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
Venture Visionary Partners's Schwab US Aggregate Bond ETF position peaked at $945K in Q4 2020.
542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Venture Visionary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.