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Wealth Advisory Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-32,648
Closed -$749K – 131
2023
Q2 		$749K Hold
32,648
– – 0.2% 71
2023
Q1 		$762K Buy
32,648
+9,994
+44% +$233K 0.2% 77
2022
Q4 		$516K Hold
22,654
– – 0.14% 91
2022
Q3 		$513K Buy
+22,654
New +$539K 0.14% 94

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Advisory Solutions's SCHZ Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 32,648 shares — an estimated $749K sold.

Wealth Advisory Solutions first reported a position in SCHZ in Q3 2022 and held it in 4 quarters. The position peaked at $762K in Q1 2023. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Wealth Advisory Solutions reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 32,648 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $749K.
  • Wealth Advisory Solutions first reported a position in Schwab US Aggregate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Wealth Advisory Solutions's Schwab US Aggregate Bond ETF position peaked at $762K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.