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Wayfinding Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wayfinding Financial’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
Q1 		– Sell
-17,904
Closed -$472K – 124
2022
Q4 		$472K Sell
17,904
-3,184
-15% -$72.5K 0.38% 49
2022
Q3 		$477K Sell
21,088
-420
-2% -$10K 0.45% 37
2022
Q2 		$514K Buy
21,508
+566
+3% +$13.7K 0.45% 39
2022
Q1 		$500K Buy
20,942
+3,038
+17% +$78.9K 0.42% 41
2021
Q4 		$472K Buy
+17,904
New +$484K 0.38% 49

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APP
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wayfinding Financial's SCHZ Position: Q1 2023 in Review

Wayfinding Financial sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2023, closing a stake of 17,904 shares — an estimated $472K sold.

Wayfinding Financial first reported a position in SCHZ in Q4 2021 and held it in 5 quarters. The position peaked at $514K in Q2 2022. 538 funds tracked by Wall St. Rank hold SCHZ as of Q1 2023.

  • Wayfinding Financial reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wayfinding Financial sold 17,904 Schwab US Aggregate Bond ETF shares in Q1 2023, an estimated $472K.
  • Wayfinding Financial first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Wayfinding Financial's Schwab US Aggregate Bond ETF position peaked at $514K in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2023.

Based on Wayfinding Financial's 13F filing for Q1 2023, filed 5 May 2023.